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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-15 |
Branch Locations
6000 Bollinger Canyon Rd Suite 1612, San Ramon, CA 94583 • United States
15100 Hesperian Blvd, San Leandro, CA 94578 • United States
24703 Amador Street, Hayward, CA 94545 • United States
310 Hartz Avenue, Danville, CA 94526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Castro Valley | CA | 12/2011 | 05/2025 |
| Wells Fargo Advisors Llc | Castro Valley | CA | 08/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Castro Valley | CA | 11/2016 | 07/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 07/2021 | 05/2025 |
| Patelco Credit Union | Danville | CA | 07/2021 | Present |
| Lpl Financial Llc | Danville | CA | 05/2025 | Present |
1) 04/2025 - Patelco Financial Solutions / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-14 |
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