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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2023-11-13 |
Branch Locations
200 E Citrus Ave, Redlands, CA 92373 • United States
41877 Enterprise Circle N, Ste 200, Temecula, CA 92590 • United States
42548 10Th St West, Lancaster, CA 93534 • United States
9244 Sierra Ave, Fontana, CA 92335 • United States
12808 Central Ave, Chino, CA 91710 • United States
301 Vanderbilt Way, San Bernardino, CA 92408 • United States
3695 Main St, Riverside, CA 92501 • United States
701 N Haven Ave Suite 350, Ontario, CA 91764 • United States
818 North Mountain Ave, Upland, CA 91786 • United States
19197 Town Center Dr, Apple Valley, CA 92308 • United States
1095 North Garey Ave, Pomona, CA 91767 • United States
973 East Badillo St, Covina, CA 91724 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leumi Investment Services Inc. | Los Angeles | CA | 04/2016 | 04/2022 |
| Bank Leumi Usa | Los Angeles | CA | 05/2018 | 04/2022 |
| Valley Financial Management, Inc. | Los Angeles | CA | 04/2022 | 08/2023 |
| Valley National Bank | Los Angeles | CA | 04/2022 | 07/2023 |
| Citizens Business Bank | Ontario | CA | 11/2023 | Present |
| Lpl Financial | Ontario | CA | 11/2023 | Present |
| Unemployed | Ontario | CA | 09/2023 | 11/2023 |
1- 11/07/2024 - CitizensTrust Investmenet Services - DBA for LPL Business (entity for LPL business) - INV Related - At reported Business Location(s) - Start Date 11/13/2023 - 160 Hours Per Month/ 6 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-06 |
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