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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2003-09-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Visallia | CA | 09/2003 | Present |
1. 09/02/2008 - Valley Business Investment Services - INV REL - Non-Variable Insurance DBA - Valley Business Investment Services- This will be the wealth management division of Valley Business Bank through the FIS division of LPL - 10% OF TIME.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-08-09 |
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