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420 Sierra College Drive Suite 200, Grass Valley, CA 95945 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
420 Sierra College Drive Suite 200, Grass Valley, CA 95945 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Grass Valley | CA | 02/2016 | 11/2017 |
| Lpl Financial Llc | Grassvalley | CA | 11/2017 | Present |
1. 11/29/2017 - Ostrofe Financial Consultants - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Owner (1/3 share for 8.5 months then 100%) - Start Date 02/2016 - 80% Time Spent. 2. 11/29/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Owner/CPA - Start Date 02/2016 - 10% Time Spent - Seth T. Leishman - Tax planning/prep. 3. 04/08/2019 - Nevada City School District - Not investment related - 700 Hoover Ln, Nevada City, CA 95959 - Non-Profit Board Member - start date:12/01/2018 - 2 hrs/mo - 0 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-25 |
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