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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-14 |
| CA | RA | APPROVED | 2021-03-15 |
Branch Locations
300 Arneill Rd., Camarillo, CA 93010 • United States
2151 E Gonzales Rd, Oxnard, CA 93036 • United States
3636 Dean Dr., Ventura, CA 93003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Group | Oxnard | CA | 08/2016 | 08/2017 |
| Lincoln Financial Advisors Corporation | Oxnard | CA | 04/2017 | 03/2018 |
| Farmers Insurance | Woodland Hills | CA | 12/2018 | 07/2019 |
| Beitler Commercial Realty Services | Sherman Oaks | CA | 04/2018 | 04/2019 |
| Farmers Financial Solutions, Llc | Woodland Hills | CA | 02/2019 | 07/2019 |
| Cuvantis Wealth Planning | Oxnard | CA | 08/2019 | 03/2021 |
| Oceanair Federal Credit Union | Oxnard | CA | 08/2019 | Present |
| Lpl Financial Llc | Oxnard | CA | 03/2021 | Present |
1) 08/29/2024 - OceanAir Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/01/2024 - 40 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-05 |
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