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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-06-06 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | San Diego | CA | 05/2016 | 06/2018 |
| Uda Parent Network | San Diego | CA | 09/2016 | 05/2022 |
| Foresters Advisory Services | San Diego | CA | 12/2016 | 08/2019 |
| Foresters Financial Services | San Diego | CA | 06/2018 | 07/2018 |
| Foresters Financial Services | San Diego | CA | 07/2018 | 08/2019 |
| Cetera Advisors Networks Llc | El Segundo | CA | 09/2019 | 05/2022 |
| Cetera Advisors Llc | Denver | CO | 09/2019 | 05/2022 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 09/2019 | 05/2022 |
| First Allied Securities, Inc. | San Diego | CA | 09/2019 | 05/2022 |
| Cetera Investment Services Llc | St. Cloud | MN | 09/2019 | 05/2022 |
| Rental Property - 4707 Nutmeg Pl | San Diego | CA | 04/2020 | Present |
| Lpl Financial | San Diego | CA | 05/2022 | Present |
1. 06/06/2022 -No Business Name - Investment Related - San Diego, CA 92104 - Real Estate Rental - Co-Owner - Start Date - 06/01/2022 - 1 Hours Per Month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-17 |
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