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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2019-07-09 |
| CA | RA | APPROVED | 2019-04-15 |
| TX | RA | APPROVED_RES | 2019-04-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mbsc Securities Corporation | Oakland | CA | 05/2014 | 02/2019 |
| Lpl Financial, Llc | Danville | CA | 04/2019 | Present |
| Strategic Wealth Advisors Group,Llc | Danville | CA | 08/2018 | Present |
1. 01/01/2015 - THE 2015 GILBERT FAMILY TRUST/ ACT IN A FIDUCIARY CAPACITY/ INVESTMENT RELATED / 1%/ OAKLAND, CA 2. 04/15/2019 - GILBERT & TIMME, LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ DANVILLE, CA. 3. 01/31/2025 - No Business Name - Investment Related - Chester, CT - Real Estate Rental - Start Date 02/01/2025 - 0 Hours Per Month/ 0 During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-19 |
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