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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-20 |
| CA | RA | APPROVED | 2008-05-27 |
Branch Locations
49 Calle Del Norte, Rancho Mirage, CA 92270 • United States
Campbell, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2008-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Campbell | CA | 06/2004 | Present |
| Pacific Wealth Advisors, Llc | Campbell | CA | 12/2007 | Present |
| Pacific Benefits Advisors | Santa Clara | CA | 01/2012 | Present |
1) 07/18/2008: Pacific Wealth Advisors - Registered Investment Advisor - DBA: Pacific Wealth Advisors - Investment Related - At Reported Business Location(s) - 1% Time Spent - IAR 2) 01/13/2012: Pacific Benefits Advisors - Non-Variable Insurance DBA - DBA: Pacific Benefits Advisors - At Reported Business Location(s) - 1% Time Spent - Group Health, Life, Disabliity (insurance) and Pension Plans (401k, Profit Sharing, & DB) 3) 01/13/2012: Pacific Wealth Advisors - Non-Variable Insurance DBA - DBA: Pacific Wealth Advisors - Investment Related - At Reported Business Location(s) - 1% Time Spent - life, health, disability, LTC insurance 4) 09/12/2016: No Business Name - Real Estate Rental - Investment Related - La Mesa Terrace, Sunnyvale, CA 94086 - Start 09/15/2016 - No Time Spent - single family condo
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-18 |
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