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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-19 |
Branch Locations
Pleasant Hill, CA • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
480 Devlin Rd., Napa, CA 94523 • United States
16095 Main St, Lower Lake, CA 95457 • United States
250 Rohnert Park Expressway, Rohnert Park, CA 94928 • United States
3033 Cleveland Ave. Ste. 100, Santa Rosa, CA 95403 • United States
1010 Grant Ave, Novato, CA 94945 • United States
301 N. Mcdowell Blvd., Petaluma, CA 94954 • United States
1705 1St St, Napa, CA 94559 • United States
2460 Mendocino Ave, Santa Rosa, CA 95403 • United States
1390 Market St., San Francisco, CA 94102 • United States
8945 Brooks Rd. S., Windsor, CA 95492 • United States
480 Devlin Rd., Napa, CA 94558 • United States
2763 4Th St, Santa Rosa, CA 95405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Pleasanton | CA | 05/2012 | 03/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 03/2023 | 09/2024 |
| Redwood Credit Union | Napa | CA | 03/2023 | Present |
| Lpl Financial Llc | Napa | CA | 09/2024 | Present |
1) 08/20/2024-Redwood Wealth Management-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-05 |
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