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4555 El Camino Real Suite E, Atascadero, CA 93422 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2005-09-20 |
Branch Locations
4555 El Camino Real Suite E, Atascadero, CA 93422 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 1998-03-30 |
Branch Locations
4555 El Camino Real Ste E, Atascadero, CA 93422-2700 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Atascadero | CA | 03/1998 | Present |
| Kobata Financial | Atascadero | CA | 01/2008 | Present |
1. 3/24/1998 - NON-VARIABLE INSURANCE - TIME SPENT 5% - ATASCADERO, CA. 2. 1/17/2008 - REGISTERED INVESTMENT ADVISOR - KOBATA FINANCIAL - PROVIDE FINANCIAL PLANS FOR HOURLY AND/OR FIXED FEES. - TIME SPENT 5% - ATASCADERO, CA. 3. 11/14/2010 - REAL ESTATE RENTAL - OUR FAMILY TRUST WILL OWN THE BUILDING AND THE RENTER WILL BE KOBATA FINANCIAL, WHICH IS MY DBA. 4555 EL CAMINO REAL SUITE E ATASCADERO, CA 93422 - TIME SPENT 1% - ATASCADERO, CA. 4. 1/3/2012 - DBA ONLY - KOBATA FINANCIAL - ATASCADERO, CA. 5. 9/14/2023: No business name; Atascadero, CA; Other - selling sports tickets to games I can't attend; Not inv. related; start date 9/12/2023; 1hr/mo.; 0hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-12-02 |
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