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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-13 |
Branch Locations
1045 Whitley Avenue, Corcoran, CA 93212 • United States
1321 Jensen Ave, Sanger, CA 93657 • United States
333 E. Tulare Ave, Tulare, CA 93274 • United States
6873 N. West Ave Ste 102, Fresno, CA 93711 • United States
2110 West Shaw Avenue, Fresno, CA 93711 • United States
345 E. Tulare St, Dinuba, CA 93618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Bank Na | Fresno | CA | 09/2013 | Present |
| Bancwest Investment Services | Fresno | CA | 09/2013 | 07/2023 |
| Lpl Financial Llc | Fresno | CA | 07/2023 | Present |
1. 05/16/2023 - BMO Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 05/16/2023 - Lidia Leach - Investment Related - Fresno, CA - Real Estate Rental - Start Date 4/1/2017 - 0 Hours Per Month/ Hours During Trading - Time Spent 1% 3. 05/16/2023 - BMO Bank NA - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Advisor - Start Date 07/19/2023 - 160 Hours Per Month/ 8 Hours During Trading - Time Spent 100%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-03 |
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