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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-01-24 |
Branch Locations
465 E. Fir Ave Suite 105, Fresno, CA 93720-2975 • 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 |
|---|---|---|---|---|
| Capital Financial Services, Inc. | Minot | ND | 06/2003 | 01/2017 |
| Lpl Financial, Llc | Fresno | CA | 01/2017 | Present |
1. 04/12/2022 - Brownstone Investment Partners - Investment Related - 7050 N. Fresno St. Ste. 105 Fresno CA 93720 - Real Estate Rental - Partner - Started 02/07/2022 - 0 Hours Per Month. 2. 12/04/2024 - Thiesen Dueker Modern Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/22/2024 - 80 hours per month/ 6 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-03-29 |
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