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2210 Encinitas Blvd Ste C, Encinitas, CA 92024-4359 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-03-14 |
| CA | RA | APPROVED | 2006-09-14 |
Branch Locations
2210 Encinitas Blvd Ste C, Encinitas, CA 92024-4359 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2004-11-01 |
| CA | RA | APPROVED | 1997-12-31 |
Branch Locations
2210 Encinitas Blvd. Ste. C, Encinitas, CA 92024 • United States
Encinitas, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | San Diego | CA | 06/1992 | Present |
| Lifetime Financial Advisors, Inc | Encinitas | CA | 12/2002 | Present |
1.4/16/2004 - RIA - LIFETIME FINANCIAL ADVISORS, INC. 2. 10/18/2011- NON-VARIABLE INSURANCE, I OFFER INSURANCE PRODUCTS TO MY CLIENTS TO MEET THEIR SPECIFIC NEEDS., 10%. 3. 8/14/2013: DBA ONLY - LIFETIME FINANCIAL ADVISORS, INC. - ENCINITAS, CA.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-02-23 |
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