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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2022-02-23 |
| TX | RA | APPROVED_RES | 2013-04-11 |
| CA | RA | APPROVED | 2007-05-21 |
Branch Locations
Gardnerville, NV • United States
23 Seascape Village, Aptos, CA 95003 • United States
99 Almaden Blvd #925, San Jose, CA 95113 • United States
1625 State Route 88 Ste 202, Minden, NV 89423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | San Jose | CA | 03/2007 | Present |
| Sequoia Wealth Advisors & Investment Management, Inc | San Jose | CA | 11/2016 | Present |
1. 8/25/2009 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 10%. 2. 6/17/2011 - SEQUOIA WEALTH ADVISORS & INVESTMENT MANAGEMENT INC - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE DBA - Time Spent 100%. 3. 01/10/2023 - Metatron Holdings LLC - Investment Related - Gardnerville, NV 89410 - Real Estate Rental - Start Date: 12/05/2022 - 1 Hour Per Month/0 Hours During Securities Trading. 4. 11/01/2023 - Sequoia Wealth Advisors & Investment Management Inc - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)- Start Date: 01/01/2012 - 160 Hrs/Mo; 125 Hrs During Trading 5. 11/18/2025 - Financial Independence, Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/01/2025 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-13 |
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