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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-20 |
| TX | RA | APPROVED | 2024-08-19 |
Branch Locations
12667 Alcosta Blvd Ste 355, San Ramon, CA 94583 • United States
131 Stony Cir Ste 519, Santa Rosa, CA 95401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Madison Avenue Securities, Llc | San Diego | CA | 06/2016 | 05/2019 |
| Commonwealth Financial Network | San Diego | CA | 05/2019 | 08/2024 |
| Tomren Wealth Management | San Ramon | CA | 05/2019 | Present |
| Lpl Financial Llc | San Ramon | CA | 08/2024 | Present |
1- 06/2024 / TOMREN WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) / INV RLTD / 160 HRS MNTH / 8 HRS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-31 |
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