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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-10 |
| WA | RA | APPROVED | 2022-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Online Inc. | Santa Rosa | CA | 01/2000 | Present |
| Bentleytechnologies | San Luis Obispo | CA | 09/1997 | Present |
| Royal Alliance Associates, Inc. | Seattle | WA | 10/2015 | 09/2022 |
| Cal Poly State University, San Luis Obispo | San Luis Obispo | CA | 04/2017 | 08/2021 |
| Lpl Financial Llc | Seattle | WA | 11/2022 | Present |
1) 11/02/2022 - PACIFIC ONLINE INC / BUSINESS OWNER / Internet service provider / Not Investment Related / SANTA ROSA CA 2) 11/02/2022 - BENTLEY FINANCIAL ADVISORY / DBA for LPL Business (entity for LPL business) / Investment Related / 160Hr Per Month / 8Hrs During Trading /100% / Seattle WA 3) 11/02/2022 - MEDICAL TRAINING CONCEPTS LLC / BUSINESS OWNER / Manufacture of medical training body parts / Not Investment Related / 5Hr Per Month / 1 % / Seattle WA 4) 11/02/2022 - MOTHER HOLDING COMPANY LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / GARDENRERVILLE, NV 5) 11/02/2022 - J&J GAVIOTA HOLDINGS LLC / Real Estate Rental /1208 & 1290 GAVIOTA AVE LONG BEACH CA / Not Investment Related / 4 HRs Per Month / 2% 6) 11/02/2022 - CAL POLY SAN LUIS OBISPO / TEACHER / Adjunct professor of entrepreneurship and industrial technologies / Not Investment Related / 20 HRs Per Month / 5 % / SAN LUIS OBISPO CA 7) 11/02/2022 - BENTLEY ASSET DEVELOPMENT LLC / BUSINESS OWNER / Not Investment Related / HURRICANE UT 8) 03/20/2024 - Bentley Mooney LLC / Non-Inv Related / At Reported Business Location(s) / Business Entity For Tax/Investment Purposes Only / Started: 4/1/2024 / 10 Hrs/Mo; 0 Hr During Trading. 9) 12/18/2024 - BQuest - Not Investment Related - Other - Rep's Business - At Reported Business Location(s) - Start Date 08/15/2024 - 8 Hrs/Mth - 0 Hrs During Trading 10) 02/20/2026 - BENTLEY TECHNOLOGIES / Real Estate Rental / San Luis Obispo, CA, Seattle and Kent, WA / Investment Related / Start Date 05/01/1996
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-02 |
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