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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2022-04-07 |
| CA | RA | APPROVED | 2020-06-30 |
| TX | RA | APPROVED_RES | 2020-06-29 |
Branch Locations
250 Lombard St Ste 5, Thousand Oaks, CA 91360 • United States
Coeur D'ALene, ID • 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 |
|---|---|---|---|---|
| Pacific Southwest Financial | Woodland Hills | CA | 07/2009 | 06/2020 |
| Capital Analysts Incorporated | Cincinnati | OH | 07/2009 | 06/2020 |
| Lincoln Investment | Woodland Hills | CA | 06/2012 | 06/2020 |
| Lpl Financial | Thousand Oaks | CA | 06/2020 | Present |
1) 07/2009 - DBA for LPL Business (entity for LPL business) - WILKINS/WEBER FINANCIAL & INSURANCE SERVICES - Investment Related - Woodland Hills CA 91367 2) 04/2008 - Real Estate Rental - Investment Related - 2455 120th Ave Norman, OK 73026 3) 01/2010 - Non-Variable Insurance - WILKINS/WEBER FINANCIAL & INSURANCE SERVICES - Investment Related - Woodland Hills CA 91367 4) 04/13/2022 - No Business Name - Investment Related - Home Based - Real Estate Rental - Start Date - 05/01/2022 - 1 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-09 |
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