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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-08 |
| TX | RA | APPROVED | 2026-07-07 |
Branch Locations
5755 Christie Ave Ste A, Emeryville, CA 94608 • United States
3062 East 9Th Street, Oakland, CA 94601 • United States
2495 Bancroft Way Ste 138, Berkeley, CA 94704 • United States
1480 Shattuck Ave, Berkeley, CA 94709 • United States
777 Tennent Avenue, Pinole, CA 94564 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek | CA | 06/2020 | 12/2023 |
| Wells Fargo | San Francisco | CA | 12/2014 | 12/2016 |
| Bank Of American, N.A. | San Francisco | CA | 12/2016 | 04/2019 |
| Bank Of American, N.A. | Richmond | CA | 04/2019 | 06/2020 |
| Bank Of America, N.A. | Walnut Creek | CA | 08/2020 | 12/2023 |
| Wells Fargo Clearing Services, Llc | Walnut Creek | CA | 12/2023 | 07/2026 |
| Bmo Harris Bank | El Cerrito | CA | 07/2026 | Present |
| Lpl Financial Llc | El Cerrito | CA | 07/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name BMO Investment Services - Inv Rel - At Reported Business Location (s) - Start Date: 07/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-16 |
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