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27555 Ynez Road Suite 212, Temecula, CA 92591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-03 |
Branch Locations
27555 Ynez Road Suite 212, Temecula, CA 92591 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | San Diego | CA | 12/2018 | 02/2021 |
| Enduring Wealth Advisors | Temecula | CA | 01/2019 | 03/2023 |
| Pala Casino | Pala | CA | 06/2016 | 12/2018 |
| Rancho Christian School | Temecula | CA | 01/2016 | 12/2018 |
| Lpl Financial Llc | Temecula | CA | 02/2021 | Present |
| Enduring Wealth Advisors Llc | Temecula | CA | 03/2023 | Present |
1) 02/24/2021 - Enduring Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading. 2) 12/01/2022 - Door Dash - Not Investment Related - Location: Varies - Outside/W-2 Employment - Driver Food Delivery - Start Date - 12/03/2022 - 16 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-22 |
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