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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-14 |
Branch Locations
1731 Technology Dr Suite 600, San Jose, CA 95110 • United States
50 Francisco Street Suite 245, San Francisco, CA 94133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Krystofiak & Associates, Insurance & Financial Services, Llc | San Francisco | CA | 03/2003 | Present |
| Pruco Securities, Llc. | San Francisco | CA | 08/2004 | 11/2024 |
| Lpl Enterprise, Llc | San Francisco | CA | 11/2024 | Present |
1) 10/08/2024- Bridgewater Partners- DBA for LPL Business (entity for LPL business)- Selling and servicing P&C, life, disability and LTC- INV Related- San Francisco, CA- Start Date 03/17/2023- 120hrs/mth- 0hrs during trading 2) 10/08/2024- Bridgeport Insurance Solutions- Property and Casualty- Selling and servicing P&C policies- INV Related- San Francisco, CA- Start Date: 01/01/2023- 5hrs/mth- 5hrs during trading 3) 10/08/2024- Practice Transfer LLC- Business Owner- LLC owns life insurance policies that would be used to fund a buy-sell agreement- INV Related- San Franciso, CA- Start Date 03/04/2015- 0hrs/mth- 0hrs during trading 4) 10/08/2024- Bridgewater Benefits- Non-Variable Insurance- Member of Bridgewater Benefits to sell and service health benefits- INV Related- San Franciso, CA- Start Date 01/01/2023- 40hrs/mth- 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-04 |
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