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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-03 |
| TX | RA | APPROVED | 2025-09-03 |
Branch Locations
368 E Yosemite Ave. Suite 200, Merced, CA 95340 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
368 E Yosemite Ave Ste 200, Merced, CA 95340 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Merced | CA | 11/2007 | 09/2025 |
| Lpl Financial Llc | Merced | CA | 09/2025 | Present |
1.09/03/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Decorum Wealth Management; Investment Related; at Reported Business Location(s); Start Date 09/03/2025; 160hrs/mth; 40hrs during trading 2.04/22/2026; Big D Properties; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 04/09/2026; 5hrs/mth; 0hrs during trading 3.06/25/2026; Rental Home in Atwater, CA; Real Estate Rental; Investment Related; Atwater,CA; Start Date 01/01/2023; 1hrs/mth; 0hrs during trading 4.06/25/2026; Ron Ewing and Richard Havel Joint; Real Estate Rental; Investment Related; Merced,CA; Start Date 06/25/2026; 1hrs/mth; 0hrs during trading 5.06/26/2026; Rental Home; Real Estate Rental; Investment Related; Merced,CA; Start Date 06/29/2026; 0hrs/mth; 0hrs during trading 6.08/14/2026; Ron Ewing and Richard Havel Joint; Real Estate Rental; Investment Related; Merced,CA; Start Date 09/01/2026; 1hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-24 |
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