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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-11 |
| CA | RA | APPROVED | 2023-07-19 |
Branch Locations
5 Plaza Cir, Patterson, CA 95363 • United States
901 H Street, Modesto, CA 95354 • United States
12710 Bentley St, Waterford, CA 95386 • United States
2501 E Whitmore, Ceres, CA 95307 • United States
945 Fresno St, Newman, CA 95360 • United States
134 Maag Avenue, Oakdale, CA 95361 • United States
1401 Oakdale Rd, Modesto, CA 95355 • United States
6800 Hughson Ave, Hughson, CA 95326 • United States
3801 Pelandale Ave Suite C, Modesto, CA 95356 • United States
1633 First Street, Escalon, CA 95320 • United States
3600 Mchenry Avenue, Modesto, CA 95356 • United States
2101 Fulkerth Rd, Turlock, CA 95380 • United States
150 Commerce Avenue, Manteca, CA 95336 • United States
810 Schulte Road, Tracy, CA 95376 • United States
411 West Main Street, Ripon, CA 95366 • United States
Escalon, CA • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of The West | Stockton | CA | 08/2012 | Present |
| Bancwest Investment Services | Stockton | CA | 08/2012 | Present |
| Lpl Financial Llc | Escalon | CA | 07/2023 | Present |
1. 05/09/2023 - BMO Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-23 |
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