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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Santa Barbara | CA | 08/2015 | 06/2025 |
| Charles Schwab Bank | Santa Barbara | CA | 03/2017 | 06/2025 |
| Lpl Financial | Santa Barbara | CA | 06/2025 | Present |
1. 06/16/2025 - SYV WEALTH ADVISORS LLC - DBA for LPL Business (entity for LPL business) - Investment Related - Santa Ynez, CA 93460 - Start Date:05/26/2025 - 0 Hrs/Mth - 0 Hrs During Trading. - Time Spent: 100 2) 07/22/2025 - Javier Trujillo Wealth MGMT - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Buellton CA - Start Date:06/16/2025 - 160 Hrs/Mth - 160 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-24 |
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