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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-21 |
Branch Locations
465 E. Fir Ave Suite 105, Fresno, CA 93720-2975 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gineris Wealth Management | Dyer | IN | 08/2022 | 01/2024 |
| Student | Hanford | CA | 01/2022 | 08/2022 |
| The Fourth Bore | Orinda | CA | 01/2021 | 01/2022 |
| The Gardens Of Avila | Avila | CA | 04/2020 | 01/2021 |
| Panda Express | Hanford | CA | 01/2018 | 04/2020 |
| Pizza Hut | Hanford | CA | 01/2015 | 01/2018 |
| Woodbury Financial Services Inc | Oakdale | MN | 12/2022 | 01/2024 |
| Gineris Wealth Management | Dyer | IN | 05/2023 | 01/2024 |
| Lpl Financial Llc | Fresno | CA | 01/2025 | Present |
| Unemployed | Hanford | CA | 01/2024 | 05/2024 |
| Hermes Wealth Strategies | Visalia | CA | 05/2024 | 07/2024 |
| Unemployed | Hanford | CA | 07/2024 | 01/2025 |
1)01/16/2025 - Thiesen Dueker Modern Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-30 |
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