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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-09-12 |
Branch Locations
1990 N California Blvd Ste 302, Walnut Creek, CA 94596-3788 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Walnut Creek | CA | 09/2011 | Present |
1. 10/27/2011-ITINERIS FINANCIAL ADVISORS-DBA ONLY. 2. 07/01/2014 - NON-VARIABLE INSURANCE - TIME SPENT 0 HOURS PER MONTH - WALNUT CREEK, CA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-30 |
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