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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-06 |
| CA | RA | APPROVED | 2009-06-19 |
Branch Locations
533 Airport Blvd Ste 400, Burlingame, CA 94010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Burlingame | CA | 06/2009 | Present |
1. 06/19/2009 - Karson Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance DBA - Time Spent 5%. 2. 09/25/2023 - KARSON FAMILY TRUST DTD 02/13/2020 - Real Estate Rental - Investment Related - Paso Robles, CA - Start Date 09/22/2023 - 3 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-07-19 |
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