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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2019-01-15 |
| MS | RA | APPROVED | 2019-01-07 |
| TX | RA | APPROVED_RES | 2014-12-15 |
| WA | RA | APPROVED | 2013-08-09 |
| OR | RA | APPROVED | 2013-08-08 |
| CA | RA | APPROVED | 2009-07-31 |
Branch Locations
2724 Kilgore Road, Rancho Cordova, CA 95670 • United States
66 E. Santa Clara St. Suite 3, San Jose, CA 95113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Rancho Cordova | CA | 07/2009 | Present |
1. 1/25/2010: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 5% - Non-Variable Insurance Provided: Life, Health, Disability, Long-term Care, and Fixed Annuities. 2. 11/27/2013: HOMETOWN ADVISORS, INC. - At Reported Business Location(s) - Non-Variable Insurance DBA - Time Spent 1% - Non-Variable Insurance Provided: Life, Health, Disability, Long-term Care, and Fixed Annuities. 3. 9/25/2015: Torvend Family Trust - Investment Related - 8263 Cliffe Way, Sacramento, CA 95828 - Real Estate Rental - Start 10/01/2015 - 1 Hours Per Month/0 Hours During Securities Trading - Own and manage residential rental property. 4. 6/22/2021 - Capital Landlord, LLC - Investment Related - 2724 Kilgore Road, Rancho Cordova, CA 95670; and Cordova, CA 95670 - Real Estate Rental - Started 10/01/2015 - 1 Hour Per Month/0 Hours During Securities Trading - Own and manage residential and commercial property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-27 |
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