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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-10-03 |
Branch Locations
1828 Cecil Avenue Ste A & B, Delano, CA 93215 • United States
5001 Panama Ln, Bakersfield, CA 93313 • United States
3901 Mt. Vernon Ave, Bakersfield, CA 93306 • United States
3300 Buena Vista Road, Bakersfield, CA 93312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bakersfield | CA | 10/2014 | 09/2016 |
| Bank Of America, N.A. | Bakersfield | CA | 10/2014 | 09/2016 |
| Lpl Financial, Llc | Bakersfield | CA | 10/2016 | Present |
| Valley Strong Credit Union (Formerly: Kern Schools Federal Cu) | Bakersfield | CA | 10/2016 | Present |
1. 1/23/2020 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name VALLEY STRONG RETIREMENT & WEALTH MANAGEMENT GROUP - Investment Related - At Reported Business Location(s) - Started 02/18/2020 - 160 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-06 |
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