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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-12 |
| NV | RA | APPROVED | 2026-01-12 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
1920 Tienda Drive; Suite 101-A, Lodi, CA 95242 • 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 |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Lodi | CA | 08/1993 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Lodi | CA | 12/1993 | 07/2021 |
| Lorente Professional Suites | Lodi | CA | 06/2006 | 07/2021 |
| Lpl Financial Llc | Lodi | CA | 07/2021 | Present |
1- 01/2002 / Lorente Professional suites / Real Estate Rental / 920 Tienda dr #101, Lodi , CA, , 95242 / Investment Related / Lodi, CA 95242 2- 03/04/2024 - Other - MOTIVATIONAL SPEECH - Not Investment Related - At Reported Business Location(s) - Start Date 03/27/2023 - 4 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-11-22 |
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