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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-26 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Stockton | CA | 04/2011 | 11/2016 |
| Lpl Financial | Tracy | CA | 05/2026 | Present |
| Wells Fargo Clearing Services, Llc | Stockton | CA | 11/2016 | 05/2026 |
1.05/22/2026; The Azevedo Marketing Group; Business Owner; Investment Related; Tracy,CA; Start Date 05/18/2018; 40hrs/mth; 0hrs during trading 2.05/22/2026; C Fear and Succeed Anyways; Author; Investment Related; Tracy,CA; Start Date 01/02/2024; 0hrs/mth; 0hrs during trading 3.07/23/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name The Azevedo Wealth Group; Investment Related; at Reported Business Location(s); Start Date 07/20/2026; 100hrs/mth; 100hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-02 |
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