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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-03-05 |
| CA | RA | APPROVED | 2010-05-11 |
Branch Locations
465 E. Fir Ave Suite 105, Fresno, CA 93720-2975 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fresno | CA | 05/2010 | Present |
1. 12/17/2010 - NON-VARIABLE INSURANCE,10%. 2. 4/30/2020 - Muhareb Wealth Management Group, Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 05/01/2020 - 1 Hour Per Month During Securities Trading - Sole owner and employee of this S-corp. 3. 8/5/2020 - Muhareb Wealth Management Group - DBA: Muhareb Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/17/2020 - 30 Hours Per Month During Securities Trading. 4. 8/5/2020 - Muhareb Wealth Management Group - DBA: Muhareb Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/17/2020 - 30 Hours Per Month During Securities Trading. 5. 09/15/2021 - MVI Properties - Investment Related - Atascadero, CA 93422 - Real Estate Rental - Start Date: 06/25/2021 - 2 Hours Per Month/0 Hours During Securities Trading - Rental Property. 6) 04/02/2025 - None - Real Estate Rental - Investment Related - Atascadero, CA - Start Date: 06/25/2021 - 2 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-15 |
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