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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-04-19 |
| WA | RA | APPROVED | 2024-04-11 |
| CA | RA | APPROVED | 2023-07-19 |
| CO | RA | APPROVED | 2023-07-19 |
| IA | RA | APPROVED | 2023-07-19 |
| KS | RA | APPROVED | 2023-07-19 |
| MO | RA | APPROVED | 2023-07-19 |
| NE | RA | APPROVED | 2023-07-19 |
| NM | RA | APPROVED | 2023-07-19 |
Branch Locations
2606 Ocean Ave, San Francisco, CA 94132 • United States
77 N Almaden Ave, San Jose, CA 95110 • United States
505 Sunset Dr, Ontario, OR 97914 • United States
3820 Capitola Rd, Capitola, CA 95010 • United States
34 E Gridley Rd, Gridley, CA 95948 • United States
1050 Del Monte Center, Monterey, CA 93940 • United States
149 Park Rd, Burlingame, CA 94010 • United States
2626 Oro Dam Blvd, Oroville, CA 95966 • United States
1313 Grant Ave, Novato, CA 94945 • United States
21 Moraga Way, Orinda, CA 94563 • United States
1540 Esplanade, Chico, CA 95926 • United States
531 Cowper Street, Palo Alto, CA 94301 • United States
5452 Sunol Blvd, Pleasanton, CA 94566 • United States
890 N. 1St St, San Jose, CA 95112 • United States
2527 Camino Ramon, San Ramon, CA 94583 • United States
7533 Dublin Blvd, Dublin, CA 94568 • United States
307 Diablo Rd, Danville, CA 94526 • United States
801 Clement St, San Francisco, CA 94118 • United States
312 N Ruby St, Ellensburg, WA 98926 • United States
1333 N. California Blvd. Suite Sl10, Walnut Creek, CA 94596 • United States
1551 Pacific Ave Suite Sl10, Santa Cruz, CA 95060 • United States
380 S. Mathilda, Sunnyvale, CA 94086 • United States
18860 Cox Ave, Saratoga, CA 95070 • United States
2101 Fulkerth Rd, Turlock, CA 95380 • United States
186 Main St, Woodland, CA 95695 • United States
416 Sw 20Th Street, Pendleton, OR 97801 • United States
1112 Galleria Blvd Ste 170, Roseville, CA 95678 • United States
4001 Manzanita Ave, Carmichael, CA 95608 • United States
Martinez, CA • United States
1191 2Nd Ave Ste 120, Seattle, WA 98101 • United States
1250 Pacific Ave Ste 100, Tacoma, WA 98402 • United States
7525 W Canal Dr, Kennewick, WA 99336 • United States
905 Ne Halsey Street, Portland, OR 97232 • United States
120 E. 4Th Street The Dalles, The Dalles, OR 97058 • United States
701 Santa Cruz Ave Suite Sl10, Menlo Park, CA 94025 • United States
5120 Mowry Ave Suite Sl10, Fremont, CA 94538 • United States
3525 W Court St, Pasco, WA 99301 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bancwest Investment Services | San Ramon | CA | 06/2016 | Present |
| Bank Of The West | San Ramon | CA | 06/2016 | Present |
| Lpl Financial Llc | Walnut Creek | CA | 07/2023 | Present |
1. 05/10/2023 - BMO Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-26 |
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