Jeffrey Clay Goodrich

Current Employers

Employment History

• 09/2015 → 05/2018
  Bancwest Investment Services
  Encino, CA
• 09/2015 → 05/2018
  Bank Of The West
  Encino, CA
• 06/2018 → Present
  Lpl Financial
  Woodland Hills, CA

Previous Registrations

• 2015-09-18 → 2018-06-26
  Bancwest Investment Services, Inc.
  Los Angeles, CA
  Encino, CA
  Thousand Oaks, CA
  Valencia, CA
  Woodland Hills, CA
  Chatsworth, CA
  Northridge, CA
  Oxnard, CA
  Santa Barbara, CA
• 2013-09-17 → 2015-09-30
  Valley Financial Management, Inc.
  Beverly Hills, CA
  Los Angeles, CA
• 2006-10-12 → 2013-09-06
  U.S. Bancorp Advisors, Llc
  Beverly Hills, CA
  Beverly Hills, CA
  Los Angeles, CA

Other Businesses

1)06/15/2018 - Real Estate Rental - MJH, LLC. - 0% - BELL CANYON, CA 91307 2)06/15/2018 - Real Estate Rental - 51 Coolwater Rd. Bell Canyon CA 91307 - 0% - BELL CANYON, CA 91307 3)06/15/2018 - Act in a Fiduciary Capacity - The Goodrich Trust - 0% - BELL CANYON, CA 91307 4)06/15/2018 - Teaching - UCLA - 0% - LOS ANGELES, CA 90024 5)08/23/2019 - No business name - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:08/22/2019 - 40 hrs/mo - 40 hrs during trading. 6)06/03/2024 - Non-Inv related - Woodland Hills, CA - Other - Author - Started: 5/16/2024 - 4 Hrs/Mo; 0 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-12-31
• S63 Uniform Securities Agent State Law Examination
  1988-04-05

Designations