Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-11-26
CA RA APPROVED 2007-08-17
  • CO RA
    APPROVED
    Since 2025-11-26
  • CA RA
    APPROVED
    Since 2007-08-17

Branch Locations

San Jose, CA • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc (Formerly: Linsco Private Ledger) San Jose CA 08/2007 Present
  • 08/2007 → Present
    Lpl Financial, Llc (Formerly: Linsco Private Ledger)
    San Jose, CA
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-09-16
  • S66 Uniform Combined State Law Examination
    2004-09-16
Designations
Other Names
  • Pamela Sue Parton
  • Pamela Parton Flournoy
  • Pamela Sue Flournoy
  • Pamela Sue Proulx

View on SEC IAPD

More in San Jose, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor