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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-13 |
| CA | RA | APPROVED | 2023-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pizza Plus | Escalon | CA | 08/2018 | 02/2023 |
| Depalma Farms | Ripon | CA | 06/2019 | Present |
| Balam Wealth Management (Lpl Financial) | Modesto | CA | 08/2021 | Present |
| Jab Creations Salvage | Escalon | CA | 02/2020 | 05/2020 |
| City Of Escalon | Escalon | CA | 10/2015 | 10/2018 |
| Escalon High School | Escalon | CA | 08/2014 | 06/2019 |
| Lpl Financial (Delta Pacific Investment Management) | Modesto | CA | 02/2022 | Present |
1) 6/2/2023- Balam Wealth Management- DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business locaiton(s) 2) 6/2/2023- Farmers Market - Outside/W-2 Employment- part time - Non-Inv. related- Ripon CA - start date 6/5/2019- 32hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-04 |
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