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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-05 |
Branch Locations
300 Harding Blvd. Ste. 110, Roseville, CA 95678 • 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 |
|---|---|---|---|---|
| Life Rx Corporation | Granite Bay | CA | 05/1994 | Present |
| Western International Securities, Inc. | Pasadena | CA | 11/2013 | 06/2025 |
| Lpl Financial Llc | Roseville | CA | 06/2025 | Present |
1- 06/2025 - Life Rx corporation - Non-Variable Insurance- President - Investment Related - At Reported Business Location(s) - Start Date 05/02/1994 - 5 hours per month/ during trading 2- 06/2025 - Fred E. Helmick Irrevocable Trust - Act in a Fiduciary Capacity - Investment Related - Fresno, CA - Start Date 12/30/1999 - 5 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-18 |
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