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254 E 2Nd Street Suite 2, Powell, WY 82435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-08-24 |
Branch Locations
1110 Civic Center Boulevard Suite 504B, Yuba City, CA 95993 • United States
254 E 2Nd Street Suite 2, Powell, WY 82435 • 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, Llc | Yuba City | CA | 08/2016 | Present |
| Golden State Wealth Management, Llc | Yuba City | CA | 08/2016 | Present |
1. 8/24/2016: Rental Property - Real Estate Rental - Not Investment Related - 931 Kentucky Street, Gridley CA 95948 - Start 06/01/2012 - 5% Time Spent 2. 8/24/2016: GOLDEN STATE WEALTH MANAGEMENT,LLC - Registered Investment Advisor Hybrid - Investment Related - 19800 MacArthur Blvd. #855, Irvine, CA 92612 - Start 06/02/2016 - 160 Hr/Mo; 40 Hours During Securities Trading; 100% Time Spent - IAR 3. 8/24/2016: GOLDEN STATE WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment Related - 19800 MacArthur Blvd. #855, Irvine, CA 92612 - Start 06/02/2016 - 160 Hr/Mo; 40 Hours During Securities Trading; 100% Time Spent 4. 9/9/2016: Golden State Wealth Management, LLC - Registered Investment Advisor DBA - DBA: Cornerstone Financial - Investment Related - At Reported Business Location(s) - Start 09/01/2016 - 100% Time Spent 5. 9/9/2016: Jehovah Jireh LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 10703 Irene Way Live Oak, CA - Start 09/01/2016 - 1% Time Spent 6. 9/9/2016: Cornerstone Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start 09/01/2016 - 100% Time Spent. 7. 11/27/2018 - BGA Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/01/2018 - 36 Hours Per Month/0 Hours During Securities Trading - Fixed insurance. 8. 05/10/2024 - Gridley High School - Not Investment Related - 300 E Spruce St, Gridley, CA 95948 - Assistant Varsity Softball Coach - start date 510/2024 - 15 hours per month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-01 |
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