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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-20 |
Branch Locations
12667 Alcosta Blvd Ste 355, San Ramon, CA 94583 • United States
131 Stony Cir Ste 519, Santa Rosa, CA 95401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tomren Wealth Management | San Ramon | CA | 03/2019 | 10/2022 |
| Fox Properties | Mill Valley | CA | 05/2017 | 03/2019 |
| Aspen Home Care | Sausalito | CA | 09/2009 | 05/2017 |
| Tomren Wealth Management | San Ramon | CA | 10/2022 | Present |
| Lpl Financial Llc | San Ramon | CA | 08/2024 | Present |
1) 06/03/2024 - TOMREN WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) -0 Start: 08/2024 - 160 Hr/Mth 2) 07/01/2026 - TomrenSullivan - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/29/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-30 |
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