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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-23 |
| CA | RA | APPROVED | 2025-05-15 |
Branch Locations
3 Park Place, Dublin, CA 94568 • United States
5601 Lone Tree Way, Suite 100, Brentwood, CA 94513 • United States
4055 E Castro Valley Blvd, Castro Valley, CA 94552 • United States
1200 Clay Street, Suite 130, Oakland, CA 94612 • United States
5166 Mowry Avenue, Fremont, CA 94538 • United States
24703 Amador Street, Hayward, CA 94545 • United States
2245 Las Positas Road, Livermore, CA 94551 • United States
360 22Nd Street, Oakland, CA 94612 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Sorrento Pacific Financial | San Diego | CA | 11/2014 | 12/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 01/2018 | 05/2025 |
| Patelco Credit Union | San Leonardo | CA | 01/2017 | Present |
| Lpl Financial Llc | Livermore | CA | 05/2025 | Present |
1. 4/23/2025: Patelco Financial Solutions; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 4/23/2025; 160hrs/mo. during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-19 |
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