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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
5955 Granite Lake Dr Ste 120, Granite Bay, CA 95746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Folsom | CA | 10/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Folsom | CA | 11/2016 | 02/2017 |
| Lpl Financial, Llc | Roseville | CA | 02/2017 | Present |
1. 02/15/2017 - SNYDER WEALTH MANAGEMENT GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ ROSEVILLE, CA 2. 08/25/2022 - U-CORE Capital - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 04/01/2022 - 160 Hours Per Month/110 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-19 |
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