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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-06 |
| TX | RA | APPROVED | 2026-04-06 |
Branch Locations
142 Morgan Way, Mount Shasta, CA 96067 • United States
515 S Broadway St, Yreka, CA 96097 • United States
4621 Churn Crk Rd, Redding, CA 96002 • United States
63729 Ca-96, Happy Camp, CA 96039 • United States
11906 Main St, Fort Jones, CA 96032 • United States
500 Luther Rd, Red Bluff, CA 96080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2013 | 09/2016 |
| Wells Fargo Advisors, Llc | Roseville | CA | 09/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Roseville | CA | 11/2016 | 05/2023 |
| Stifel, Nicolaus & Company, Incorporated | Redding | CA | 05/2023 | 02/2026 |
| Lpl Financial Llc | Red Bluff | CA | 04/2026 | Present |
| Mechanics Bank | Red Bluff | CA | 04/2026 | Present |
1: 03/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Mechanics Investment Services - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-16 |
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