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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Crown Capital Securities, Lp | Orange | CA | 09/2002 | 05/2024 |
| Lpl Financial Llc | Nevada City | CA | 05/2024 | Present |
(1) 05/01/2024 - Janet Peake - Real Estate Rental - Investment Related - Grass Valley, CA - Start Date 02/02/2018 - 1 Hour Per Month (2) 05/01/2024 - Janet D Peake, MBA, CFP, EA - Tax Preparation - Investment Related - At Reported Business Location(s) - Start Date 01/01/1990 - 10 Hours Per Month/ 3 Hours During Trading (3) 07/22/2024 - Peake Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/01/2024 - 160 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-01-29 |
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