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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-19 |
| CA | RA | APPROVED | 2020-01-14 |
Branch Locations
700 N Brand Blvd, Suite #640, Glendale, CA 91203 • United States
700 N. Brand Blvd., Suite 640, Glendale, CA 91203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-21 |
Branch Locations
700 N. Brand Blvd., Suite 640, Glendale, CA 91203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uk Elite - Steel Sports | Hermosa Beach | CA | 02/2019 | 05/2019 |
| Unemployed | Los Angeles | CA | 12/2018 | 02/2019 |
| California State University Los Angeles | Los Angeles | CA | 08/2015 | 12/2018 |
| California Financial Partners | Glendale | CA | 02/2019 | 04/2021 |
| Lpl Financial Llc | Glendale | CA | 03/2019 | 09/2019 |
| Lpl Financial Llc | Glendale | CA | 07/2019 | Present |
| California Financial Partners, Inc. | Glendale | CA | 05/2021 | Present |
1. 9/25/2019 - California Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 5/5/2021 - California Financial Partners, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 04/16/2021 - 5 Hours Per Month During Securities Trading - Time Spent 8% - I provide financial planning and consulting services through California Financial Partners, Inc., an independent investment advisor firm. I started this business activity in 05/2021. I expect to spend approximately 5 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-21 |
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