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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-20 |
Branch Locations
1600 Butte House Rd., Yuba City, CA 95993 • United States
721 Pleasant Grove Blvd Suite 100, Roseville, CA 95678 • United States
4354 Town Center Blvd Suite 110, El Dorado Hills, CA 95762 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
2227 Myers St, Oroville, CA 95966 • 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 |
|---|---|---|---|---|
| Citigroup | San Francisco | CA | 04/2016 | 05/2021 |
| Charles Schwab & Co., Inc. | San Francisco | CA | 06/2021 | 03/2024 |
| Charles Schwab Bank, Ssb | San Francisco | CA | 06/2021 | 03/2024 |
| Mechanics Bank | Yuba City | CA | 10/2025 | Present |
| Lpl Financial Llc | Yuba City | CA | 10/2025 | Present |
| Self Employed | Brisbane | CA | 04/2024 | 09/2025 |
10/10/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade name Mechanics Investment Services - Inv. Related- At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-07 |
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