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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-14 |
Branch Locations
25431 Cabot Road, Ste 202, Laguna Hills, CA 92653 • 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 |
|---|---|---|---|---|
| Crown Capital Securities, Lp | Orange | CA | 07/2014 | 08/2024 |
| South Orange County Tax Service | Laguna Hills | CA | 04/1983 | Present |
| Lpl Financial Llc | Laguna Hills | CA | 08/2024 | Present |
1- 08/2024 / Rental Property / Real Estate Rental / Investment Related / 1 hr mth / 0n hrs during trading / Laguna Hills, CA / Start date: 04/01/2012 2- 08/2024 / Frederick D Sanchez & Assoc., Inc. / Business Entity For Tax/Investment Purposes Only / Not Investment Related / Laguna Hills, CA / Start date: 09/01/1994 3- 08/2024 / South Orange County Tax Service / Tax Prep/Accounting/CPA / Investment Related / 60 hrs mth / 2 hrs during trading / Laguna Hills, CA / Start date: 01/01/1990 4- 08/14/2024 - Fixed Insurance Trails Only - Other - NVI Trails only - Investment Related - At Reported Business Location(s) -Start Date 05/01/1983 - 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-03-15 |
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