Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2007-05-22
CA RA APPROVED 1997-12-31
  • TX RA
    APPROVED_RES
    Since 2007-05-22
  • CA RA
    APPROVED
    Since 1997-12-31

Branch Locations

215 S. Hwy 101, Suite 206, Solana Beach, CA 92075 • United States

5520 Wellesley St, Suite 206, La Mesa, CA 91942 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Peters Inns. Services Inc Solana Beach CA 06/1981 Present
Linsco/Private Ledger Corp. San Diego CA 04/1995 Present
  • 06/1981 → Present
    Peters Inns. Services Inc
    Solana Beach, CA
  • 04/1995 → Present
    Linsco/Private Ledger Corp.
    San Diego, CA
Other Businesses

1. APPOINTED WITH VARIOUS INSURANCE AGENCIES PETERS FINANCIAL SERVICES, INC. 2. 06/11/08 - FINANCIAL PLAN DESIGN - DBA ONLY W/ OBA 3. 06/17/2008 - PETERS INSURANCE SERVICES, INC/NON-VARIABLE INSURANCE DBA/SOLANA BEACH, CA 92075 4. 08/23/2019 - Peters Family Trust - Investment related - Solano Beach 92075 - Real Estate Rental - start date:06/01/1980 - 3 hrs/mo - 0 hrs during trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-08-03
  • S63 Uniform Securities Agent State Law Examination
    1992-08-03

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Solana Beach, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor