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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-14 |
| TX | RA | APPROVED | 2026-05-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Sacramento | CA | 07/2011 | 02/2019 |
| Wells Fargo Clearing Services, Llc | Sacramento | CA | 02/2019 | 05/2026 |
| Lpl Financial | Sacramento | CA | 05/2026 | Present |
| Haskin Private Wealth Advisors | Sacramento | CA | 05/2026 | Present |
1. 05/2026 - Haskin Private Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 5/7/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-31 |
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