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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-03 |
Branch Locations
1171 S Victoria Ave Suite 2A, Ventura, CA 93003 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance Group | Ventura | CA | 03/2014 | 05/2025 |
| Farmers Financial Solutions | Ventura | CA | 06/2014 | 05/2025 |
| Lpl Financial Llc | Ventura | CA | 06/2025 | Present |
| Mechanics Bank | Ventura | CA | 06/2025 | Present |
1) 06/02/2025 - Mechanics Investment Services - Investment Related - At reported business location (s) - DBA for LPL Business (entity for LPL business) - Start Date:06/02/2025 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-20 |
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