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700 N. Brand Blvd., Suite 640, Glendale, CA 91203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-21 |
Branch Locations
700 N. Brand Blvd., Suite 640, Glendale, CA 91203 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-02 |
| CA | RA | APPROVED | 2004-02-20 |
Branch Locations
700 N Brand Blvd, Suite #640, Glendale, CA 91203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Glendale | CA | 01/2004 | Present |
| California Financial Partners, Inc. | Glendale | CA | 04/2004 | Present |
(1) 2/25/2004: REGISTERED INVESTMENT ADVISOR - CALIFORNIA FINANCIAL PARTNERS, INC. - GLENDALE, CA. (2) 1/5/2005: NON-VARIABLE INSURANCE - INSURANCE - GLENDALE, CA. (3) 7/22/2013: CALIFORNIA FINANCIAL PARTNERS - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 505 N BRAND BLVD. STE. 1470, GLENDALE, CA 91203 (4) 01/05/2015: GR8PLAN, LLC - INV REL - 505 N BRAND BLVD., SUITE 1470, GLENDALE, CA 91203 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 12/31/2014 - 3 HR/MO NONE DURING SECS TRDG HRS (5) 07/24/2024 - Aspen Creek Wealth Strategies Inc. - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/17/2024 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-23 |
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