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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-09-14 |
| NC | RA | APPROVED | 2017-04-03 |
| CA | RA | APPROVED | 2014-03-17 |
Branch Locations
2260 Douglas Blvd, Ste 290, Roseville, CA 95661 • United States
448 Redcliff Dr Ste 234, Redding, CA 96002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Roseville | CA | 03/2014 | Present |
1. 03/14/2014 - JENNIFER CRISOLOGO/ NON-VARIABLE INSURANCE/ 15%/ Investment Related - At Reported Business Location(s) 2. 03/20/2026 - JCU TRUST/-Trustee-REAL ESTATE RENTAL-Inv related-At Redding, CA 3. 4/3/2017 - Jennifer Crisologo, Financial Advisor - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/30/2017 - 50 Hours Per Month During Securities Trading. 4. 4/10/2017 - JHN216 Group, Inc. - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Business Entity For Tax/Investment Purposes Only - Started 03/30/2017 - 60 Hours Per Month During Securities Trading. 5. 1/31/2023 - Rockwell Benefits Insurance Agency - Investment Related - At Reported Business Location(s) - Insurance Agency - President, Owner, Agent, Producer - Start Date - 03/30/2017 - 10 Hours Per Month/0 Hours During Securities Trading 6. 04/18/2023 - Rockwell Planning Solutions - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 03/12/2023 - 40 Hours Per Month/10 Hours During Securities Trading 7. 04/18/2023 - Rockwell Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 03/20/2023 - 40 Hours Per Month/30 Hours During Securities Trading 8. 06/05/2024 - Western Wealth Advisors - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 3/25/2024 - 0 Hrs/Mo. 9. 12/06/2024 - Rockwell Collaborative Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2025 - 40 hours per month/ 10 hours during trading 10. 10/29/2025 - Rockwell Wealth Advisors - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/09/2025 - 1 hour per month/ during trading 11. 11/21/2025 - NexAnnuity Appointment - Non-Variable Insurance - Advisor - Investment Related - At Reported Business Location(s) - Start Date 10/09/2025 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-30 |
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