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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-29 |
| TX | RA | APPROVED | 2025-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Califano Financial Group | San Pedro | CA | 02/2011 | Present |
| Sagepoint Financial | Long Beach | CA | 08/2011 | 09/2023 |
| Osaic Wealth, Inc. | San Pedro | CA | 09/2023 | 05/2025 |
| Lpl Financial Llc | San Pedro | CA | 05/2025 | Present |
1. 05/29/2025 - Cary Schultz, CPA - Tax Prep/Accounting/CPA - Investment Related - Long Beach CA 90814 - Start Date: 01/18/2019 - 8 Hrs/Mth - 1 Hrs During Trading. - Time Spent: 15 2. 05/29/2025 - CALIFANO FINANCIAL GROUP - DBA for LPL Business (entity for LPL business) - Investment Related - San Pedro, CA 90731 - Start Date: 05/29/2025- 160 Hrs/Mth - 130 Hrs During Trading. - Time Spent: 100 3. 07/31/2025 - Altum Financial Inc. - Tax Prep/Accounting/CPA - Home Based - Inv Rel - Start date: 07/28/2025 - 15Hrs/mnth - 5 hrs during trading 4. 06/10/2026 - Schultz Family Trust - Real Estate Rental - Investment Related - Long Beach, CA - Start Date 05/20/2026 - 3 hours per month/ 0 hours during trading 5. 06/25/2026 - Altum Wealth Management, Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/22/2026 - 20 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-09 |
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