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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-14 |
| CA | RA | APPROVED | 2017-01-03 |
Branch Locations
1341 Allen Rd, Bakersfield, CA 93314 • United States
4530 Ming Ave, Bakersfield, CA 93309 • United States
1002 W. Tehachapl Blvd., Tehachapi, CA 93561 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valley Strong Credit Union (Formerly: Kern Schools Federal Cu) | Bakersfield | CA | 02/2014 | Present |
| Lpl Financial Llc | Bakersfield | CA | 02/2014 | Present |
1. 2/10/14-KERN SCHOOLS WEALTH MANAGEMENT INVESTMENT & INSURANCE SERVICES/DBA ONLY/100%/BAKERSFIELD,CA. 2. 1/23/2020 - Valley Strong Credit Union - DBA: Valley Strong Retirement & Wealth Management Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/18/2020 - 160 Hours Per Month During Securities Trading. 3. 4/1/2021 - Electric Spin Club - Investment Related - Other-Business Owner - Start Date: 12/30/2020 - 112 Hours Per Month/0 Hours During Securities Trading - Owner/Managing Business of Fitness Boutique.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-08 |
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