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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-29 |
| TX | RA | APPROVED_RES | 2025-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mid-Cal Realty Services | San Pedro | CA | 09/1988 | Present |
| Philip Califano, Cpa | San Pedro | CA | 09/1988 | Present |
| Sagepoint Financial, Inc | San Pedro | CA | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | San Pedro | CA | 09/2023 | 05/2025 |
| Lpl Financial Llc | San Pedro | CA | 05/2025 | Present |
1) Start Date: 5/29/2025 - Mid-Cal Realty Services, INC - Business Owner - Not Investment Related - San Pedro, CA 90731 - 10 Hrs/Mth - 2 Hrs During Trading - time Spent: 10 2) Start Date: 5/29/2025 - Califano Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - San Pedro, CA 90731 - 160 Hrs/Mth - 8 Hrs During Trading - time Spent: 100 3) Start Date: 09/01/1988 - Philip Califano, CPA - Tax Prep/Accounting/CPA - Investment Related - San Pedro, CA 90731 - 120 Hrs/Mth - 6 Hrs During Trading - time Spent: 90 4) Start Date: 04/01/2000 - Philip Califano - Real Estate Rental - Investment Related - San Pedro, CA 90731 - 10 Hrs/Mth - 2-3 Hrs During Trading - time Spent: 10
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-26 |
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