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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-26 |
| TX | RA | APPROVED_RES | 2023-07-24 |
Branch Locations
3330 Main Street, Ste C, Oakley, CA 94561 • United States
365 N Canyons Pkwy, #219, Livermore, CA 94551 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Investors Company | San Ramon | CA | 02/2005 | 07/2023 |
| American Investors Company | San Ramon | CA | 06/2006 | 07/2023 |
| Lpl Financial Llc | Pleasanton | CA | 07/2023 | Present |
| Williams Estate Planning | Pleasanton | CA | 01/2013 | Present |
1) 07/20/2023 - Notary - CA 94588 - Investment related - 2 Hours per month - Start date: 01/01/2008. 2) 01/28/2025- Williams Estate Planning- DBA for LPL Business (entity for LPL business)- INV Related- At Pleasanton, CA- Start date 01/01/2013- 10 Hours Per Month 3) 12/30/2025 - East Bay Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-07 |
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