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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-21 |
Branch Locations
1045 W Katella Ave, Ste 250, Orange, CA 92867 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1045 W. Katella Ave Ste 250, Orange, CA 92867 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Santa Ana | CA | 05/2005 | 09/2022 |
| Lpl Financial | Orange | CA | 09/2022 | Present |
1- 01/2017 / DB Benwell Investment, LLC / Real Estate Rental / Non Investment Related / 11015 Lillian Lane, South Gate, CA 90280 2- 01/2017 / MBO Oaks Investments, LLC / Real Estate Rental / Non Investment Related / 11015 Lillian Lane, South Gate, CA 90280 3- 09/2022 / Marigold Financial Partners / DBA for LPL Business (entity for LPL business) / Investment Related / Orange, CA 92867 4- 01/2022 / RB2 Oaks Investments, LLC / Real Estate Rental / Non Investment Related / Orange, CA 5- 2/9/2023 - No Business Name - Not Investment Related - 11929 Alondra Blvd Norwalk, CA 90650 - Motivational Empowerment Speaker - Consultant - Start Date - 01/26/2023 - 3 Hours Per Month/0 Hours During Securities Trading 6- 10/27/2025- Templo Calvario CDC- Other - Volunteer- INV Related- At Santa Ana, CA- Start date 01/10/2026- 6 Hours Per Month- 6 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-22 |
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