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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-04-15 |
| TX | RA | APPROVED | 2020-04-15 |
Branch Locations
110 Blue Ravine Rd Ste 160, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Folsom | CA | 02/2016 | 12/2018 |
| Ideal Life Financial Advisors | Folsom | CA | 02/2016 | 04/2020 |
| Lpl Financial, Llc | Folsom | CA | 04/2020 | Present |
1. 4/15/2020 - PFG West - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 8/21/2017. 2. 1/25/2021 - City of Folsom Library - Not Investment Related - 411 Stafford St Folsom, CA 95630 - Other-Politics/Government - Started 1/19/2021 - 4 Hours Per Month/0 Hours During Securities Trading. 3. 02/09/2024 - Sapphire Oaks Wealth Advisors - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 2/15/2024 - 40 Hrs/mo; 8 Hrs During Trading. 4. 08/16/2024 - Sapphire Oaks Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/01/2024 - 160 Hours Per Month/ 8 Hours During Trading 5) 01/13/2025 - City of Folsom Planning Commission - Not Investment Related - Non-Profit Board Member - Folsom, CA - Start Date:01/15/2025 - 8 Hrs/Mth - 0 Hrs During Trading. 6) 04/28/2025 - Solvia Wealth, Inc. - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date :05/01/2025 160 Hrs/Mth - 5 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-08 |
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