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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-10-20 |
Branch Locations
465 E. Fir Ave Suite 105, Fresno, CA 93720-2975 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 07/2013 | 10/2020 |
| Lpl Financial, Llc | Fresno | CA | 10/2020 | Present |
1) 2003 - Real Estate Rental - Investment Related - 1739 E Palo Alto, Fresno, CA 93710 2) 2/22/2021 - Asset Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/10/2021 - 40 Hours Per Month During Securities Trading. 3) 5/12/2021 - Kingsburg Insurance Agency - DBA: Kingsburg Insurance Agency Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 2/22/2021 - 10 Hours Per Month/10 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-12 |
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