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California Financial Partners, Inc. CRD 328026
1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
700 N. Brand Blvd., Suite 640, Glendale, CA 91203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-21 |
Branch Locations
700 N. Brand Blvd., Suite 640, Glendale, CA 91203 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2018-06-29 |
| TX | RA | APPROVED_RES | 2013-04-05 |
| CA | RA | APPROVED | 2001-02-14 |
Branch Locations
700 N Brand Blvd, Suite #640, Glendale, CA 91203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Glendale | CA | 01/2001 | Present |
| California Financial Partners, Inc. | Glendale | CA | 02/2001 | Present |
(1) 4/24/2001 - NON-VARIABLE INSURANCE - GLENDALE, CA. (2) 1/6/2005 - REGISTERED INVESTMENT ADVISOR - CALIFORNIA FINANCIAL PARTNERS, INC. - PREPARATION OF FINANCIAL PLANS. - GLENDALE, CA. (3) 9/28/2011 - DBA W/LEGAL ENTITY - WAYS FINANCIAL CORP - GLENDALE, CA (4) 07/22/2013 - DBA ONLY - CALIFORNIA FINANCIAL PARTNERS - GLENDALE, CA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-28 |
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