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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-18 |
Branch Locations
40 Glen Rd Suite A, Weaverville, CA 96093 • United States
39007 Highway 299, Willow Creek, CA 95573 • United States
12700 State Hwy 96, Hoopa, CA 95546 • United States
686 F Street, Arcata, CA 95521 • United States
1551 Giuntoli Ln, Arcata, CA 95521 • United States
402 F Street, Eureka, CA 95501 • United States
1968 Central Ave., Mckinleyville, CA 95519 • United States
660 L Street, Crescent City, CA 95531 • United States
2650 Harrison Avenue, Eureka, CA 95501-3259 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Retirement Solutions | Denver | CO | 08/2015 | 12/2016 |
| Transamerica Investors Securities Corporation | Denver | CO | 08/2015 | 01/2017 |
| Transamerica Capital, Inc. | Denver | CO | 01/2017 | 12/2017 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 12/2019 | 05/2022 |
| Unemployed | Los Angeles | CA | 12/2017 | 12/2019 |
| Lpl Financial Llc | Eureka | CA | 05/2022 | Present |
1) 09/04/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Coast Central Wealth Management - Investment Related - At Reported Business Location(s) - Start Date 09/09/2025 - 160 hours per month/ 8 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-24 |
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