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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-19 |
Branch Locations
20955 Pathfinder Rd Ste 110, Diamond Bar, CA 91765 • 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 |
|---|---|---|---|---|
| Centaurus Financial Inc. | Anaheim | CA | 08/2014 | 06/2024 |
| Lpl Financial | Diamond Bar | CA | 08/2025 | Present |
| Unemployed/Disability Leave | Claremont | CA | 06/2024 | 07/2025 |
| Eldercalifornia | Claremont | CA | 08/2024 | Present |
1. 07/2025 - The Advisory Group - DBA for LPL Business (entity for LPL business) - Investment Related - 80 Hour(s)/Month - 20 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 8/20/2025 2. 07/2025 - ELDERCALIFORNIA - Outside/W-2 Employment - Not Investment Related - 50 Hour(s)/Month - 0 Hour(s) During Trading - Claremont CA 91711 - OBA Start Date: 08/01/2024 3. 07/2025 - Leslie Coulson Notary - Notary - Investment Related - 2 Hour(s)/Month - 1 Hour(s) During Trading - Claremont CA 91711 - OBA Start Date: 07/29/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-07 |
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