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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-07 |
| TX | RA | APPROVED | 2025-01-06 |
Branch Locations
333 University Ave Ste 200 #84, Sacramento, CA 95825 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huna Investments Llc (Dba Massage Envy) | Monterey | CA | 03/2007 | 12/2017 |
| Edward Jones | St Louis | MO | 09/2019 | 01/2025 |
| Wellbiz Brands Inc | Englewood | CO | 01/2017 | 04/2018 |
| Hammer & Nails Grooming Inc | Folsom | CA | 05/2018 | 06/2019 |
| Lpl Financial Llc | Rocklin | CA | 01/2025 | Present |
1- 12/2024 / Genesis Planning and Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 120 hrs mth / 8 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-22 |
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