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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-10-18 |
Branch Locations
9630 Westheimer Rd, Unit 850, Houston, TX 77063 • United States
1717 Simi Town Ctr Way Ste 9, Simi Valley, CA 91355-6049 • United States
19867 Prairie St, Chatsworth, CA 91311 • United States
18001 Chatsworth St Space 22, Granada Hills, CA 91344 • United States
2643 Tapo Canyon Road, Simi Valley, CA 93063 • United States
627 W. Channel Islands Blvd, Port Hueneme, CA 93041 • United States
1921 N Oxnard Blvd, Oxnard, CA 93036 • United States
1921 N. Oxnard Blvd., Oxnard, CA 93036 • United States
173 N. Moorpark Road Suite C, Thousand Oaks, CA 91360 • United States
761 Daily Dr., Ste. 100, Camarillo, CA 93010 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Northridge | CA | 08/2012 | 10/2020 |
| Goodwill Home Health Services, Inc. | Woodland Hills | CA | 04/2015 | Present |
| Premier America Credit Union | Camarillo | CA | 10/2020 | Present |
| Lpl Financial, Llc | Camarillo | CA | 10/2020 | Present |
1. 11/1/2016: No Business Name - Real Estate Rental - Investment Related - 7351 Maynard Ave, West Hills CA, 91307 - Start 10/01/2016 - 0 Hours Per Month - Joint owner with brother in primary residence. Renting the guest house. 2. 12/8/2020 - Premier America Investment & Retirement Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/27/2020 - 120 Hours Per Month/60 Hours During Securities Trading. 3. 12/17/2020 - Premier America Wealth Management Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/07/2020 - 1 Hour Per Month During Securities Trading. 4. 1/26/2021 - Bahram Zadeh - Not Investment Related - Home Based - Other-Business Owner - Start Date: 1/4/2021 - 1 Hours Per Month/0 Hours During Securities Trading - Selling car as hobby. 5. 2/15/2023 - ALMAS FAMILY CHILD CARE - Not Investment Related - Home Based - Business Owner - Child Daycare - Start Date - 02/01/2023 - 1 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-17 |
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