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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-01-05 |
| CA | RA | APPROVED | 2007-05-21 |
Branch Locations
9481 Irvine Center Dr, Irvine, CA 92618 • United States
Lake Forest, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger Corp. | Irvine | CA | 05/2007 | Present |
(1) 04/14/2011 - DBA ONLY, HALL WEALTH MANAGEMENT GROUP, 5% OF TIME SPENT. (2) 07/30/2013 - UNITED AMERICAN INSURANCE COMPANY - NON-VARIABLE INSURANCE - SELLING MEDICARE SUPPLEMENTAL INSURANCE TO CLIENTS. - 1% OF TIME SPENT - IRVINE, CA 3. 09/20/2019 - United American Insurance Company and Globe Life / BGA Insurance - Investment related - 2900 Bristol Street, Suite B300,Costa Mesa, CA 92626 - Non-Variable Insurance - start date:01/01/2018 - 7 hrs/mo - 5 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-17 |
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