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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-03 |
| CA | RA | APPROVED | 2022-07-19 |
Branch Locations
465 E. Fir Ave Suite 105, Fresno, CA 93720-2975 • United States
Madera, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fort Washington Financial And Insurance Services, Inc. | Fresno | CA | 10/2014 | 11/2017 |
| Alex Jaramishian, Cpa | Madera | CA | 09/2012 | Present |
| Kestra Financial Services, Inc | Austin | TX | 04/2016 | 11/2017 |
| Scf Securities, Inc | Fresno | CA | 11/2017 | 06/2022 |
| Scf Investment Advisors, Inc. | Fresno | CA | 11/2017 | 06/2022 |
| Lpl Financial | Fresno | CA | 07/2022 | Present |
1) 07/18/2022 - THIESEN DUEKER GROUP - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 07/18/2022 - Thiesen Dueker Financial Consulting Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 3) 07/18/2022 - Alex Jaramishian CPA - Tax Prep/Accounting/CPA - Inv Rel - At Reported Business Location(s) - Start: 11/2017 - 10 Hr/Mth 4) 07/26/2023 - Thiesen Dueker Modern Wealth Management - Not Investment Related - AT Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 08/01/2023 - 160 Hours Per Month/ 40 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-27 |
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