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2210 Encinitas Blvd Ste C, Encinitas, CA 92024-4359 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-08 |
Branch Locations
2210 Encinitas Blvd Ste C, Encinitas, CA 92024-4359 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2008-10-22 |
Branch Locations
2210 Encinitas Blvd. Ste. C, Encinitas, CA 92024 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Encinitas | CA | 07/2008 | Present |
| Lifetime Financial Advisors, Inc. | Encinitas | CA | 03/2021 | Present |
| Lpl Financil, Llc | Encinitas | CA | 10/2008 | Present |
1. 1/29/2020 - YACHTAID GLOBAL - Not Investment Related - 224 Birmingham Dr #lb, Cardiff, CA 92007 - Non-Profit Board Member - Treasurer - Start Date: 3/1/2020 - 20 Hours Per Month - Time Spent 10%. 2. 1/29/2020 - LIFETIME FINANCIAL ADVISORS, INC. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 2/7/2020 - Time Spent 90%. 3. 3/30/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Advisor - Start Date - 03/10/2023 - 2 Hours Per Month/2 Hours During Securities Trading 4. 7/18/2008 - LPL FINANCIAL - Investment Related - 2210 Encinitas Blvd. Ste C, Encinitas, CA 92024, Registered Representative, Brokerage - Time Spent 10%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-21 |
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