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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-12-08 |
Branch Locations
605 H St Ste 100, Brawley, CA 92227 • United States
777 E Tahquitz Canon Way; Ste.200-59, Palm Springs, CA 92262 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Union Bank | Brawley | CA | 06/2010 | 12/2020 |
| Unionbanc Investment Services | Brawley | CA | 06/2012 | 12/2020 |
| Lpl Financial Llc | Palm Springs | CA | 12/2020 | Present |
1) 2020-12-04 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Cossio Investment Services / - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2020-12-03 - hrs/mth - hrs/mth during trading 2) 2022-02-07 - None - Notary Public - N - at reported business location(s) - 2022-01-28 - 10hrs/mth - 0hrs/mth during trading 3) 2026-05-11 - UBER/LYFT/GrubHub/Spark/Rodie - Outside/W-2 Employment - N - - 2022-01-28 - 40hrs/mth - 0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-07 |
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