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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-16 |
| TX | RA | APPROVED | 2023-06-15 |
Branch Locations
2150 N. Winery Avenue, Fresno, CA 93703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 06/2023 |
| Lpl Financial Llc | Fresno | CA | 06/2023 | Present |
1) 06/05/2023 - First Sierra Insurance - Insurance Agency - Co-owner of insurance agency offering Medicare Supplement, Medicare Advantage, Life, Dental and Vision - CA 93703 - Investment related - 8 Hours per month - Start date: 04/01/2007. 2) 06/05/2023 - Kuhtz Diehl Insurance & Financial Services - Insurance Agency - Co-owner of insurance agency offering group and individual life, health, medicare, dental, vision, disability, LTC and employee benefits - CA 93703 - Investment related - 80 Hours per month - Start date: 08/01/2002.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-06 |
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