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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-07-19 |
| AZ | RA | APPROVED | 2023-07-19 |
| CA | RA | APPROVED | 2023-07-19 |
| NV | RA | APPROVED | 2023-07-19 |
| NY | RA | APPROVED | 2023-07-19 |
Branch Locations
4180 La Jolla Village Dr Ste 150, La Jolla, CA 92037 • United States
770 S Citrus Avenue, Covina, CA 91722 • United States
1234 East Main Street, El Cajon, CA 92021 • United States
701 B Street, Suite 150, San Diego, CA 92101 • United States
9832 Campo Road, Spring Valley, CA 91977 • United States
Fontana, CA • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Chino Hills | CA | 03/2015 | 11/2016 |
| Wells Fargo Bank, Na | Chino Hills | CA | 05/2014 | 02/2018 |
| Wells Fargo Clearing Services, Llc | Chino Hills | CA | 11/2016 | 02/2018 |
| Bancwest Investment Services | Rancho Cucamonga | CA | 04/2018 | Present |
| Bank Of The West | Rancho Cucamonga | CA | 04/2018 | Present |
| Lpl Financial Llc | Covina | CA | 07/2023 | Present |
1. 05/08/2023 - BMO Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 05/08/2023 - The Holzwieser Trust - Investment Related - Fontana, CA - Real Estate Rental - Co-Owner - Start Date 4/1/2023 - 3 Hours Per Month/ 0 Hours During Trading - Time Spent 1%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-12 |
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