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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-19 |
Branch Locations
2001 Broadway Ste 100, Oakland, CA 94612 • United States
3396 Castro Valley Blvd, Castro Valley, CA 94546 • United States
3062 East 9Th Street, Oakland, CA 94601 • United States
5755 Christie Ave Ste A, Emeryville, CA 94608 • United States
2495 Bancroft Way Ste 138, Berkeley, CA 94704 • United States
1480 Shattuck Ave, Berkeley, CA 94709 • United States
3400 Lakeshore Ave, Oakland, CA 94610 • United States
2023 Mountain Blvd, Oakland, CA 94611 • United States
777 Tennent Avenue, Pinole, CA 94564 • United States
1333 N. California Blvd. Suite Sl10, Walnut Creek, CA 94596 • United States
17833 Hesperian Blvd, San Lorenzo, CA 94580 • United States
1058 'B' St, Hayward, CA 94541 • United States
15075 Farnsworth St, San Leandro, CA 94579 • United States
1601 Washington Ave, San Leandro, CA 94577 • United States
24299 Southland Drive, Hayward, CA 94545 • United States
Pittsburg, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bancwest Investment Services, Inc. | San Lorenzo | CA | 02/2016 | Present |
| Bank Of The West | San Lorenzo | CA | 02/2016 | Present |
| Lpl Financial Llc | Hayward | CA | 07/2023 | Present |
1. 7/19/23 - BMO Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-01 |
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