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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-08-19 |
Branch Locations
El Dorado Hills, CA • United States
Capitola, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | San Francisco | CA | 03/2014 | 06/2017 |
| Morgan Stanley Wealth Management | San Luis Obispo | CA | 07/2017 | 02/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 07/2017 | 02/2018 |
| Securian Financial Services Inc | St Paul | MN | 05/2019 | 07/2020 |
| Sgc Financial And Insurance Services | San Mateo | CA | 05/2019 | Present |
| Orora Landsberg | Paso Robles | CA | 03/2018 | 09/2018 |
| Torrin Vineyard Inc | Paso Robles | CA | 10/2018 | 12/2019 |
| Central Coast Designs | Paso Robles | CA | 10/2018 | Present |
| Lpl Financial | San Mateo | CA | 08/2020 | Present |
1) 9/2018 - Other - Central Coast Designs LLC - Bradley, CA 93426
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-28 |
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