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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-12-16 |
| CA | RA | APPROVED | 2021-12-15 |
Branch Locations
200 Sandpoint Ave Suite 160, Santa Ana, CA 92707 • United States
1737 N First Street, Ste 270, San Jose, CA 95112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifestyle Financial Services | Santa Ana | CA | 01/2008 | Present |
| National Planning Corporation | Irvine | CA | 11/2009 | 10/2017 |
| Securities America, Inc. | Irvine | CA | 10/2017 | 11/2021 |
| Securities America Advisors | Irvine | CA | 10/2017 | 11/2021 |
| Bbmr | Big Bear Lake | CA | 11/2020 | Present |
| Lpl Financial | Santa Ana | CA | 12/2021 | Present |
1) 12/15/2021 - Started 04/02/2008 - Non-Variable Insurance / Lifestyle Financial Services / Investment Related / 5Hrs/Mo / Santa Ana, CA 92707 2) 12/15/2021- Started 04/02/2008 - DBA for LPL Business (entity for LPL business) / Lifestyle Financial Services / Investment Related / Santa Ana, CA 92707 3) 12/15/2021 - Business Entity For Tax/Investment Purposes Only / Integrated Wealth Solutions / Not Investment Related / Villa Park, CA 92861 4) 11/15/2020 - Other / Altera Corp Subsidiary Big Bear Mountain Resorts / Not Investment Related / 0Hrs/Mo / Big Bear Lake, CA 92315 5) 01/16/2025- Oak Legacy- Real Estate Rental- Investment Related- Santa Cruz, CA- Start Date 01/05/2022- 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-24 |
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