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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-17 |
| CO | RA | APPROVED | 2025-01-17 |
Branch Locations
111 Dearwood Rd; Suite 200, Office 32, San Ramon, CA 94583 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Los Altos | CA | 05/2005 | Present |
1. 6/9/2005 - DBA ONLY - MDB GROUP - LOS ALTOS, CA. 2. 7/26/2007 - NON-VARIABLE INSURANCE DBA - MDB GROUP - STANDARD INSURANCE ACTIVITIES. - TIME SPENT 30% - LOS ALTOS, CA. 3. 8/9/2012 - NON-VARIABLE INSURANCE DBA - MDB WEALTH GROUP, INC. - LPL BUSINESS AND INSURANCE BUSINESS. - TIME SPENT 100% - LOS ALTOS, CA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-27 |
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