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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-02 |
| CA | RA | APPROVED | 2009-05-26 |
Branch Locations
1777 Borel Pl Ste 407 Suite 455, San Mateo, CA 94402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | San Mateo | CA | 05/2009 | Present |
1. 04/29/2009 - Maheras Wealth Management - Non-Variable Insurance DBA - Fixed annuities, life insurance, term insurance, LTC. 2. 07/06/2012 - MAHERAS WEALTH MANAGEMENT, INC. - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-09 |
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