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11620 Wilshire Boulevard Suite 400, Los Angeles, CA 90025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-16 |
Branch Locations
11620 Wilshire Boulevard Suite 400, Los Angeles, CA 90025 • United States
5260 North Palm Avenue Suite 221, Fresno, CA 93704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fresno | CA | 05/2019 | Present |
| A Touch Of Gold Tanning Salon | Fresno | CA | 10/2017 | 07/2019 |
| Dutch Bros | Fresno | CA | 03/2017 | 10/2017 |
| Stella Laguna Beach | Fresno | CA | 09/2014 | 03/2017 |
| Ramsey Law | Des Moines | IA | 07/2021 | Present |
| Perennial Financial Services | Los Angeles | CA | 01/2023 | Present |
| Ford Financial Group | Fresno | CA | 05/2019 | 01/2023 |
1- 01/2024 / FORD FINANCIAL GROUP, INC. / DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) / INVESTMENT RELATED / 160 HRS MNTH / 8 HRS DURING TRADING 2- 01/2024 / RAMSEY LAW PLC - PARALEGAL/ASSISTANT / OUTSIDE/W-2 EMPLOYMENT / NON INVESTMENT RELATED / 15 HRS MNTH / START DATE 07/01/2021 3- 01/2024 / MACKENZIE SANTORO CA NOTARY PUBLIC / NOTARY / INVESTMENT RELATED / 5 HRS MNTH / 5 HRS DURING TRADING / START DATE 11/27/2013 4. LPL FINANCIAL, LLC; INVESTMENT-RELATED; FRESNO, CA; BROKER-DALER; CLIENT SERVICE ASSOCIATE / PARAPLANNER; START 05/2019; APPROX 160 HOURS PER MONTH; APPROX 130 HOURS DURING TRADING HOURS; CLIENT SERVICE / PARAPLANNING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-23 |
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