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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-01-02 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Fresno | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fresno | CA | 11/2016 | 12/2018 |
| Lpl Financial Llc | Fresno | CA | 01/2019 | Present |
1. 12/07/2021 - Karas Wealth Management Inc. - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 11/29/2021 - 1 Hour Per Month/0 Hours During Securities Trading - Funds from LPL for tax purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-09 |
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