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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-16 |
Branch Locations
1690 S El Camino Real, San Mateo, CA 94402 • United States
300 Broadway, Millbrae, CA 94030 • United States
1696 Post St, San Francisco, CA 94115 • United States
5255 Geary Blvd, San Francisco, CA 94118 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Cupertino | CA | 06/2015 | 12/2022 |
| Zions Bank | Palo Alto | CA | 12/2022 | Present |
| Lpl Financial Llc | Palo Alto | CA | 11/2022 | Present |
1-10/2008 / INVESTMENT PROPERTIES / Real Estate Rental / INVESTMENT RELATED / 651 PORT DR #308, SAN MATEO, CA 94404 2- 01/2021 / ROUGH DIAMOND REALTY / Real Estate Rental / INVESTMENT RELATED / Palo Alto CA 3- 10/09/2023 - CB&T Wealth Advisors - Investment Related - At Reported Business Location(s) - Start Date 160 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-12 |
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