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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Michael & Company, Cpa | Fresno | CA | 01/2003 | Present |
| Scf Securities, Inc | Fresno | CA | 01/2011 | 05/2025 |
| Scf Investment Advisors, Inc. | Fresno | CA | 01/2011 | 05/2025 |
| Lpl Financial Llc | Fresno | CA | 05/2025 | Present |
1 - 05/2025 - Premiere Practice Transitions, Inc. - Business Owner - Inv Related - 20 Hours/Month - 20 Hours During Trading - Fresno, CA - OBA Start Date: 09/01/2015. 2 - 05/2025 - Practice Solutions Technologies, Inc. - Business Owner - Not Inv Related - 20 Hours/Month - 20 Hours During Trading - Fresno, CA - OBA Start Date: 09/01/2019. 3 - 05/2025 - Michael & Company CPA A PC - Tax Prep/Accounting/CPA - Inv Related - 160 Hours/Month - 160 Hours During Trading - Fresno, CA - OBA Start Date: 01/01/2003.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-05 |
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