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254 E 2Nd Street Suite 2, Powell, WY 82435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-17 |
Branch Locations
730 Arizona Ave. Suite 221, Santa Monica, CA 90401 • United States
254 E 2Nd Street Suite 2, Powell, WY 82435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Express Financial Advisors Inc. | L.A. | CA | 10/1998 | 11/2016 |
| Lpl Financial, Llc | Los Angeles | CA | 11/2016 | Present |
| Golden State Wealth Management | Santa Monica | CA | 12/2024 | Present |
1. 11/21/2016 - THE ARTFUL EDITOR/ FAMILY BUSINESS/ 1%/ SANTA MONICA, CA 2. 11/21/2016 - CHAMPLAIN WEALTH ADVISORS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ LOS ANGELES, CA 3. 11/21/2016 - RENTAL/ REAL ESTATE RENTAL/ 0%/ 3033 ALA NAPUAA PL APT 404 HONOLULU, HI 96818 4. 12/2024 - CHAMPLAIN WEALTH ADVISORS/ DBA FOR Golden State Wealth Management/ LOS ANGELES, CA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-11-09 |
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