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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
Branch Locations
333 University Ave Ste 200, Sacramento, CA 95825 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial,Inc. | Hollister | CA | 03/2009 | 09/2023 |
| Osaic Wealth, Inc. | Sacramento | CA | 09/2023 | 10/2025 |
| Lpl Financial Llc | Sacramento | CA | 10/2025 | Present |
1.09/2025 - Jeffrey Bedell - Notary - Notary- Inv Related - 1 Hour(s)/Month - 1 Hour(s) During Trading - Sacramento, CA 95825 - OBA Start Date: 09/20/2022 2. 09/2025 - NEW MARKET DIALYSIS LLC - Real Estate Rental - Inv Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - NEW MARKET, TN 37820) - OBA Start Date: 10/01/2018 3. 09/2025 - Bedell Law Office - Attorney/Legal Services - Inv Related - 25 Hour(s)/Month - 4 Hour(s) During Trading - Sacramento, CA 95825 - OBA Start Date: 01/01/2010
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-01 |
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