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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-05 |
| NJ | RA | APPROVED | 2025-06-05 |
| TX | RA | APPROVED_RES | 2025-06-05 |
Branch Locations
2555 Townsgate Rd Ste 300, Westlake Village, CA 91361 • United States
Granada Hills, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Northridge | CA | 10/2012 | 01/2017 |
| Western International Securities, Inc. | Pasadena | CA | 01/2017 | 06/2025 |
| Lpl Financial Llc | Westlake Village | CA | 06/2025 | Present |
1) 06/05/2025 - Daniel Davidian - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 02/01/2017 - 10 hours per month/ 0 hours during trading 2) 06/05/2025 - 5 Star Wealth Management Group Inc - Business Entity For Tax/Investment Purposes Only - CEO/ President - Not Investment Related - At Reported Business Location(s) - Start Date 10/10/2017 - 0 hours per month/ 0 hours during trading 3) 06/05/2025 - 5 Star Wealth Management Group Inc - Notary - Investment Related - At Reported Business Location(s) - Start Date 10/02/2019 - 2 hours per month/ 0 hours during trading 4) 06/05/2025 - Executive Realty & Finance - Mortgage/Real Estate Services - Realtor - Investment Related - Sherman Oaks, CA - Start Date 02/01/2017 - 10 hours per month/ 0 hours during trading 5) 06/05/2025 - Executive Realty & Finance - Mortgage/Real Estate Services - Mortgage Loan Originator - Investment Related - Sherman Oaks, CA - Start Date 02/01/2017 - 10 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-17 |
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