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66 Bovet Road Ste. 310, San Mateo, CA 94402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2010-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vantage Wealth Management, Llc | San Mateo | CA | 11/2007 | Present |
| Lpl Financial Llc | San Mateo | CA | 09/2014 | Present |
1. 09/12/2014 - NOTARY PUBLIC - SAN MATEO, CA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-29 |
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