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11620 Wilshire Boulevard Suite 400, Los Angeles, CA 90025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-08 |
Branch Locations
11620 Wilshire Boulevard Suite 400, Los Angeles, CA 90025 • United States
7815 N Palm Ste 220, Fresno, CA 93711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grand Canyon University | Phoenix | AZ | 09/2024 | 12/2025 |
| Johanson Transportation Services | Fresno | CA | 05/2025 | 08/2025 |
| Cold Stone Creamery | Clovis | CA | 08/2022 | 08/2024 |
| Full-Time Education | Clovis | CA | 01/2016 | 12/2025 |
| Lpl Financial | Fresno | CA | 12/2025 | Present |
| Perennial Investment Advisors, Llc | Los Angeles | CA | 05/2026 | Present |
1. 01/2026 - Shaeffer Private Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 8 Hrs During Trading - OBA start date: 2/9/2026 2.LPL Financial - FRESNO, CA at Reported Business Location(s); BROKER-DEALER; REGISTERED REPRESENTATIVE - Start date 2/2026 - APPROX 160 HOURS PER MONTH; APPROX 130 HOURS PER MONTH DURING TRADING HOURS; COMMISSIONABLE SECURITIES SALES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-10 |
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