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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-07-19 |
| CA | RA | APPROVED | 2023-07-19 |
| CO | RA | APPROVED | 2023-07-19 |
| NV | RA | APPROVED | 2023-07-19 |
| UT | RA | APPROVED | 2023-07-19 |
Branch Locations
400 N Glendale Blvd, Glendale, CA 91206 • United States
100 S San Fernando Blvd, Burbank, CA 91502 • United States
100 W Sierra Madre Blvd, Sierra Madre, CA 91024 • United States
599 E Colorado Blvd, Pasadena, CA 91101 • United States
Valencia, CA • United States
300 E Colorado Blvd #140, Pasadena, CA 91101 • 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 |
|---|---|---|---|---|
| Bank Of The West | Pasadena | CA | 01/2015 | Present |
| Bancwest Investment Services | Pasadena | CA | 01/2015 | Present |
| Lpl Financial Llc | Pasadena | CA | 07/2023 | Present |
1) 05/02/2023 - BMO Investment Services - Investment Related - At Reported Business Locations - DBA for LPL Business (entity for LPL business)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-12 |
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