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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-07-15 |
| CA | RA | APPROVED | 2008-02-13 |
Branch Locations
1600 Victor Ave, Redding, CA 96003 • United States
Palo Cedro, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc (Formerly: Linsco Private Ledger) | Redding | CA | 09/2007 | Present |
(1) 10/5/2007 - NON-VARIABLE INSURANCE DBA - FORCELLA WEALTH MANAGEMENT - FIXED INSURANCE - REDDING, CA. (2) 2/08/2010 - NON-VARIABLE INSURANCE - HEALTH INSURANCE AGENT WITH BLUE SHIELD - TIME SPENT 5% - REDDING, CA (3) 08/06/2014: NO BUSINESS NAME - NOT INV REL - 1600 VICTOR AVENUE, REDDING, CA 96003 - REGISTERED NOTARY - START 07/28/2014 - 1 HR/MO NONE DURING SECS TRDG HRS - NOTARY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-19 |
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