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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-04-23 |
| CA | RA | APPROVED | 2010-01-05 |
Branch Locations
1600 W Hillsdale Blvd, Ste 102, San Mateo, CA 94402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | San Mateo | CA | 01/2010 | Present |
1. 10/23/2017 - No Business Name - Not Investment Related - Home Address - Other-Interpreter - Start Date 12/01/2017 - 20 Hours Per Month/0 During Securities Trading. 2. 05/07/2019 - No business name - Investment related - San Ramon, CA 94582 - Real Estate Rental - Start date:05/06/2019 - 4 hrs/mo - 0 hrs during trading - My wife and I bought a two bedroom condo in April and plan to use it as a residential rental property for a minimum of one year lease. 3. 12/02/2021 - Epitome Wealth LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 11/29/2021 - 160 Hours Per Month/160 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-27 |
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