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Clark James Geranen

LPl Financial LLC

Danville, CA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-17
CA RA APPROVED 2020-09-15
  • TX RA
    APPROVED_RES
    Since 2026-07-17
  • CA RA
    APPROVED
    Since 2020-09-15

Branch Locations

500 La Gonda Way Ste 280, Danville, CA 94526 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cordoba Corporation San Francisco CA 07/2018 02/2020
Parsons Corporation Oakland CA 06/2015 07/2018
Lpl Financial, Llc Danville CA 02/2020 Present
  • 07/2018 → 02/2020
    Cordoba Corporation
    San Francisco, CA
  • 06/2015 → 07/2018
    Parsons Corporation
    Oakland, CA
  • 02/2020 → Present
    Lpl Financial, Llc
    Danville, CA
Other Businesses

1. 3/4/2020 - CalBay Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-12
  • S66 Uniform Combined State Law Examination
    2020-09-12

View on SEC IAPD

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Other Offices

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