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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-22 |
| CA | RA | APPROVED | 2023-07-19 |
Branch Locations
494 Magnolia Ave, Larkspur, CA 94939 • United States
140 Sunset Dr, San Ramon, CA 94583 • United States
1969 Diamond Blvd, Concord, CA 94520 • United States
2507 Somersville Rd, Antioch, CA 94509 • United States
2195 Main St, Oakley, CA 94561 • United States
2900 Railroad Ave, Pittsburg, CA 94565 • United States
Concord, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maxhunt Inc Dba Boba Loca Tea Shop | Concord | CA | 08/2013 | Present |
| Morgan Stanley Smith Barney Llc | Walnut Creek | CA | 03/2016 | 10/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2016 | 10/2017 |
| Edward Jones | St.LOuis | MO | 06/2018 | 12/2018 |
| Bank Of The West | Concord | CA | 02/2019 | Present |
| Bancwest Investment Services, Inc. | Concord | CA | 02/2019 | Present |
| Lpl Financial Llc | Antioch | CA | 07/2023 | Present |
1. 05/15/2023 - BMO Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 05/15/2023 - Maxhunt Inc DBA Boba Loca - Not Investment Related - 1843 Willow Pass Rd., Concord, CA - Business Owner - Owner - Start Date 12/06/2013 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-02 |
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