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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-11 |
Branch Locations
303 Vintage Park Dr Ste 120, Foster City, CA 94404 • 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 |
|---|---|---|---|---|
| Mass Mutual Pacific | San Jose | CA | 05/2017 | 08/2023 |
| Lpl Financial | Foster City | CA | 10/2023 | Present |
| Vector Insurance | San Carlos | CA | 01/2009 | 04/2017 |
1- 11/2025 / Zartoshty Insurance / Insurance Agency / Investment Related / 20 hrs mth / 3 hrs during trading / Foster CA / Start date: 01/01/2023 2- 11/11/2025 / Pacific Wealth Management Group / DBA for LPL Business (entity for LPL business) / Investment Related / 30 hrs mth / 1 hrs during trading / At reported business location(s) 3- 06/25/2026 - Pacific Wealth Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/17/2026 - 160 hours per month/ 80 hours during trading 4- 06/30/2026 - Pacific Wealth Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/17/2026 - 20 hours per month/ 20 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2026-05-06 |
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