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27555 Ynez Road Suite 212, Temecula, CA 92591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-03 |
| TX | RA | APPROVED_RES | 2023-04-03 |
Branch Locations
27555 Ynez Road Suite 212, Temecula, CA 92591 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Temecula | CA | 04/2001 | Present |
| Enduring Wealth Advisors Llc | Temecula | CA | 03/2023 | Present |
1. 7/23/2012 - NON-VARIABLE INSURANCE DBA - ENDURING WEALTH ADVISORS - SECURITIES AND NON-VARIABLE INSURANCE DONE UNDER THIS NAME - TIME SPENT 100% - TEMECULA, CA 2. 2/2/2015: OTHER-SPEAKER/SEMINAR - CALVARY CHAPEL BIBLE FELLOWSHIP - INVESTMENT RELATED - 10 HOURS PER MONTH/0 HOURS DURING TRADING - TEMECULA, CA. 3. 04/13/2023 - Enduring Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 04/05/2023 - 150 Hours Per Month/ 60 Hours During Securities Trading - I provide investment advisory services through Enduring Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 4/2023. I expect to spend approximately 150 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 10/28/2024 - Enduring Wealth, Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/20/2024 - 10 Hours Per Month/ 5 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-24 |
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