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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-22 |
Branch Locations
Mammoth Lakes, CA • United States
549 Old Mammoth Rd., Ste. 12, Mammoth Lakes, CA 93546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| R, R & F Asset Management | Mammoth Lakes | CA | 08/2017 | 10/2020 |
| Wells Fargo Advisors Financial Network, Llc | Saint Louis | MO | 10/2020 | 09/2022 |
| Black Tie Ski Rentals Of Mammoth Lakes, Ca Inc | Mammoth Lakes | CA | 08/2009 | Present |
| Lpl Financial Llc | Mammoth Lakes | CA | 09/2022 | Present |
1) 09/16/2022 - Mammoth Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 09/16/2022 - PLAY BIG OUTDOORS,LLC - Owner - Non-Inv Rel - Mammoth Lakes, CA - Start: 07/2021 3) 09/16/2022 - Kiramercia Industries, LLC - Owner - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Mammoth Lakes, CA 4) 06/14/2023 - Fernlandia LLC - Investment Related - Seaside, CA - Real Estate Rental - Co-Owner - Start Date 06/01/2023 - 1 Hour Per Month/ 0 Hours During Securities Trading 5) 07/17/2023 - Buckeye Fever LLC - Investment Related - Kings Beach, CA - Real Estate Rental - Start Date 05/01/2023 - 1 Hour Per Month/ 0 Hours During Trading 6) 10/13/2023 - Orion Capital - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/10/2023 - 100 Hours Per Month/ 80 Hours During Trading 7) 06/09/2025 - Black Tie Ski Rentals of Mammoth Lakes, CA Inc dba Black Tie Ski & Bike Rentals of Mammoth - Not Investment Related - Other - Reps Business - 501 Old Mammoth Road#9 - Start Date:08/01/2009 - 20 Hours Per Month/ 1 Hours During Trading 8) 12/08/2025-Mammoth Village Properties-Mortgage/Real Estate Services-Inv Related-At California-Start date 01/27/2020-0hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-02 |
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