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809 Podva Road, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-18 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-15 |
Branch Locations
809 Podva Road, Danville, CA 94526 • United States
Hayward, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metis Technology Solutions | Sunnyvale | CA | 07/2019 | Present |
| Malakoff & Associates | Castro Valley | CA | 11/2020 | 01/2021 |
| California State University East Bay | Hayward | CA | 08/2018 | 05/2020 |
| Chabot College | Hayward | CA | 08/2013 | 05/2018 |
| Crosslink Networks | San Leandro | CA | 04/2016 | 05/2017 |
| Auriga Technology | Castro Valley | CA | 05/2017 | 09/2017 |
| San Jose State Research Center | Mountain View | CA | 10/2014 | 05/2019 |
| Lpl Financial, Llc | Castro Valley | CA | 11/2020 | Present |
1. 02/16/2021 - MALAKOFF & ASSOCIATES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ CASTRO VALLEY, CA 2. 2/23/2021 - Malakoff Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Registered Admin. - Started 11/02 - 160 Hours Per Month/20 Hours During Securities Trading - I provide administrative support to Malakoff Wealth, an independent investment advisor firm. I started this business activity in 2/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 08/14/2023 - Master Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/10/2023 - 164 Hours Per Month/ 80 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-02 |
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