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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-15 |
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
1 West California Blvd Ste 512, Pasadena, CA 91105 • United States
555 N Spring Street, Suite 130, Los Angeles, CA 90012 • United States
555 Melrose Ave, Hollywood, CA 90038 • United States
10202 Washington Blvd, Culver City, CA 90232 • United States
4067 Laurel Canyon Blvd, Studio City, CA 91604 • United States
6735 Forest Lawn Dr. #108, Hollywood, CA 90068 • United States
4000 Warner Blvd Bldg 19, Burbank, CA 91522 • United States
25828 Mcbean Pkwy, Santa Clarita, CA 91355 • United States
11052 Washington Blvd, Culver City, CA 90232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Union Bank Of California | Pasadena | CA | 10/2008 | 12/2016 |
| Unionbanc Investment Services | Pasadena | CA | 01/2009 | 12/2016 |
| Wells Fargo Advisors Financial Network, Llc | Pasadena | CA | 12/2016 | 02/2017 |
| Unionbanc Investment Services, Llc | Glendale | CA | 02/2017 | 08/2022 |
| Sagepoint Financial, Inc. | Calabasas | CA | 08/2022 | 06/2024 |
| The Ameriflex Group, Inc. | Calabasas | CA | 08/2022 | 06/2024 |
| Osaic Wealth, Inc. | Calabasas | CA | 09/2023 | 06/2024 |
| Cuso Financial Services, Lp | San Diego | CA | 06/2024 | 05/2025 |
| Lpl Financial Llc | Pasadena | CA | 05/2025 | Present |
1. 05/15/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade name First City Wealth Management- INV Related- At Reported Business Location(s)- Start date 05/16/2025- 160 Hours Per Month/ During Trading 2. 06/16/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Entertainment Wealth Management Group - Investment Related - At Reported Business Location(s) - Start Date 06-JUL-26 - 160 hours per month/ during trading 3. 06/17/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Entertainment Wealth Management Group - Investment Related - At Reported Business Location(s) - Start Date 07/06/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-27 |
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