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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-19 |
| TX | RA | APPROVED | 2024-09-19 |
Branch Locations
1129 S Colverdale Blvd Ste A, Cloverdale, CA 95425 • United States
3033 Cleveland Ave Ste 100, Santa Rosa, CA 95403 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
3033 Cleveland Ave. Ste. 100, Santa Rosa, CA 95403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Fidelity | Oklahoma City | OK | 08/2006 | 07/2018 |
| Cuso Financial Services, Lp | San Diego | CA | 07/2018 | 09/2024 |
| Redwood Credit Union | Santa Rosa | CA | 07/2018 | Present |
| Lpl Financial Llc | Santa Rosa | CA | 09/2024 | Present |
1) 08/19/2024-Redwood Wealth Management-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-13 |
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