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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
835 Blossom Hill Rd Ste 215, San Jose, CA 95123 • United States
2105 S Bascom Ave Ste 376, Campbell, CA 95008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed | Campbell | CA | 06/2015 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | San Jose | CA | 09/2016 | 07/2021 |
| Delbar Jahanian | Campbell | CA | 09/2016 | 07/2021 |
| Waddell & Reed, Inc | Campbell | CA | 06/2015 | 07/2021 |
| Ihss | San Jose | CA | 12/2018 | 07/2021 |
| Rental Property | Fairfeild | CA | 01/2016 | 07/2021 |
| Lpl Financial Llc | Campbell | CA | 07/2021 | Present |
1) 07/2021 - DBA for LPL Business (entity for LPL business) - Sun Wealth Advisor - Investment Related - Campbell, CA 2) 2018 - Business Entity For Tax/Investment Purposes Only - In Home Supportive Services - 60Hrs/Mo 0 Hrs during trading - San Jose, CA 95124 3) 2016 - Real Estate Rental - Fairfield Rental - 0Hrs/Mo - Investment Related - 2915 N. Texas Street #107 Fairfield, CA 94533
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-10 |
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