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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-19 |
| NV | RA | APPROVED | 2023-07-19 |
Branch Locations
150 W Lake Blvd, Tahoe City, CA 96145 • United States
200 Bear St, Kings Beach, CA 96143 • United States
11202 Donner Pass Rd, Truckee, CA 96161 • United States
4950 Kietzke Lane, Reno, NV 89509 • United States
2161 Lake Tahoe Blvd, S. Lake Tahoe, CA 96150 • United States
2976 North Carson St, Carson City, NV 89706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bancwest Investment Services, Inc. | Reno | NV | 03/2016 | Present |
| Bank Of The West | Reno | NV | 03/2016 | Present |
| Lpl Financial Llc | Reno | NV | 07/2023 | Present |
1. 05/04/2023 - USA Shooting - Not Investment Related - Home Based - Coach/Sports/Fitness - Coach - Start Date 01/01/2019 - 5 Hours Per Month/ 0 Hours During Trading - Time Spent 5% 2. 05/04/2023 - The Main Line Trap Academy - Not Investment Related - Home Based - Business Entity - Owner - Start Date 01/01/2010 - 5 Hours Per Month/ 0 Hours During Trading - Time Spent 5% 3. 07/31/2023 - 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 | 1997-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-30 |
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