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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-26 |
| CA | RA | APPROVED | 2007-08-17 |
Branch Locations
2501 Cisar Ct. Unit F, Glenwood Springs, CO 81601 • United States
4 South East Of 2Nd Ave, Carmel-By-The-Sea, CA 93921 • United States
1165 Lincoln Ave, Ste 330, San Jose, CA 95125 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco Private Ledger) | San Jose | CA | 08/2007 | Present |
1. 12/1/2011: CAMMARANO INSURANCE SERVICES - Investment Related - 26501 RANCHO PARKWAY SOUTH, SUITE 102, LAKE FOREST, CA 92630 - NON-VARIABLE INSURANCE - Time Spent 10% - SELL THE ABOVE INSURANCE AND ANNUITIESDIRECTLY THROUGH CAMMARANO INSURANCE SERVICES - TOM CAMMARRANO - PRINCIPAL. 26501 RANCHO PARKWAY SOUTH, SUITE 102, LAKE FOREST, CA 92630, 714-743-8428 CA LICENSE 0767363. 2. 3/25/2021 - No Business Name - Investment Related - 1165 Lincoln Ave #330, San Jose, CA 95125 - Real Estate Rental - Started 03/01/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 3. 3/29/2021 - Parton Carmel Properties LLC - Investment Related - Carmel-by-the-Sea, CA 93923 - Real Estate Rental - Started 10/30/2020 - 0 Hours Per Month - Vacation Property - Not a rental - Inherited 1/6th from mother. 4. 3/29/2021 - Parton Meridian Properties LLC - Investment Related - San Jose, CA 95125 - Real Estate Rental - Started 10/30/2020 - 0 Hours Per Month - Duplex inherited from mother. 5. 11/8/2021- No Business Name - Investment Related - Glenwood Springs, CO 81601 - Real Estate Rental - Started 05/14/2021 - 1 Hour Per Month/0 Hours During Securities Trading - Condo in Glenwood Springs, CO. Will be vacation and mid term rental. 6. 1/24/2023 - Flournoy Wealth Management LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/01/2023 - 200 Hours Per Month/8 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-16 |
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