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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-04-05 |
| TX | RA | APPROVED | 2022-04-05 |
Branch Locations
2452 Lakewest Dr, Chico, CA 95928 • United States
Chico, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Chico | CA | 10/2016 | 03/2022 |
| Jpmorgan Chase Bank | Chico | CA | 10/2016 | 03/2022 |
| Nutrishop | Chico | CA | 05/2016 | 10/2016 |
| Lifeline Chico Training Center | Chico | CA | 07/2017 | 06/2021 |
| Lpl Financial Llc | Chico | CA | 04/2022 | Present |
1.04/05/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name AMG Chico / LPL DBA; Investment Related; at Reported Business Location(s); Start Date 02/03/2022; hrs/mth; hrs during trading 2.12/31/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Fortis Advisors Inc; Investment Related; at Reported Business Location(s); Start Date 12/29/2025; 160hrs/mth; 100hrs during trading 3.01/22/2026; Fortis Advisors Inc; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 01/13/2026; 160hrs/mth; 100hrs during trading 4.01/22/2026; BCD Group; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 01/13/2026; 1hrs/mth; 1hrs during trading 5.05/21/2026; Daniel DeCaires; Real Estate Rental; Investment Related; Chico,CA; Start Date 05/19/2026; 5hrs/mth; 5hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-16 |
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