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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-17 |
Branch Locations
413 E Foothill Blvd, Suite 100, San Dimas, CA 91773 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Glendora | CA | 11/2008 | 05/2022 |
| Wells Fargo Advisors, Llc | Glendora | CA | 09/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Glendora | CA | 11/2016 | 05/2022 |
| Lpl Financial | San Dimas | CA | 05/2022 | Present |
1- 05/2022 / Homestead Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / SAN DIMAS, CA 2- 05/2022 / Notary / Non Investment Related / 2 HR MNTH / SAN DIMAS, CA 3- 01/2011 / GUAYACALI MUSIC / ROYALTY INCOME / Non Investment Related / LA PUENTE CA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-16 |
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