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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-16 |
Branch Locations
15165 Ventura Blvd, Sherman Oaks, CA 91403 • United States
3808 W. Riverside Dr., Burbank, CA 91505 • United States
27011 Mcbean Parkway, Valencia, CA 91355 • United States
9000 Balboa Blvd, Northridge, CA 91343 • United States
19858 Ventura Blvd, Woodland Hills, CA 91364 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Northridge | CA | 05/2010 | 12/2024 |
| Wells Fargo Advisors Llc | Granada Hills | CA | 05/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Northridge | CA | 11/2016 | 12/2024 |
| Bmo Harris Bank | Woodland Hills | CA | 12/2024 | Present |
| Lpl Financial | Woodland Hills | CA | 12/2024 | Present |
1)12/11/2024 - BMO Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)12/11/2024 - Notary - Inv Rel State of CA - Start: 05/221 - 5 Hr/Mth 3)12/11/2024 - Brightside Home Health Care - Co-owner/Silent Owner of Home Health Care Business - Non-Inv Rel - Northridge, CA - Start: 09/2020 4)12/11/2024 - Real Estate Rental - Joint Owner - Inv Rel - Granada Hills, CA - Start: 07/2019
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-11 |
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