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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2022-02-23 |
| CA | RA | APPROVED | 2012-07-30 |
Branch Locations
Gardnerville, NV • United States
99 Almaden Blvd #925, San Jose, CA 95113 • United States
1625 State Route 88 Ste 202, Minden, NV 89423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | San Jose | CA | 06/2012 | Present |
| Sequoia Wealth Advisors & Investment Management, Inc | San Jose | CA | 11/2016 | Present |
1. 06/11/2012 - SEQUOIA WEALTH ADVISORS & INVESTMENT MANAGEMENT/ DBA ONLY/ SAN JOSE, CA. 2. 1/25/2023 - Metatron Holdings, LLC - Investment Related - Gardnerville, NV 89410 - Real Estate Rental - Start Date - 12/05/2022 - 2 Hours Per Month/2 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-19 |
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