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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-23 |
Branch Locations
Los Angeles, CA • United States
15303 Ventura Boulevard Suite 1550, Sherman Oaks, CA 91403 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Glendale | CA | 08/2019 | 04/2022 |
| Universal Bullion Inc. | Los Angeles | CA | 05/2012 | 07/2019 |
| Bankers Life Insurance & Casualty, Inc | Brea | CA | 05/2021 | 04/2022 |
| Bankers Life Securities, Inc. | Brea | CA | 06/2021 | 04/2022 |
| Crown Capital Securities, L.P. | Orange | CA | 05/2022 | 03/2024 |
| Arkadios Capital | Atlanta | GA | 03/2024 | 01/2025 |
| Secura Financial, Llc | Orange | CA | 03/2024 | 01/2025 |
| Lbg Financial Insurance Services Llc | Los Angeles | CA | 05/2022 | 12/2024 |
| Lpl Enterprise | Los Angeles | CA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-07 |
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