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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-03-26 |
| CA | RA | APPROVED | 2009-09-09 |
Branch Locations
465 E. Fir Ave Suite 105, Fresno, CA 93720-2975 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fresno | CA | 03/2008 | Present |
1. 4/29/2011 - Dodd Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 1/28/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 01/27/2021 - 20 Hours Per Month/2 Hours During Securities Trading. 3. 8/23/2021 - Crump Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 8/6/2021 - 40 Hours Per Month/0 Hours During Securities Trading. 4. 2/28/2023 - Dodd Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/04/2023 - 866 Hours Per Month/866 Hours During Securities Trading 5. 09/17/2025- Central Valley Kenpo Karate- Other - Business Owner- Not INV Related- At Clovis CA - Start date 09/04/2025- 20 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-04 |
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