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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-29 |
| CA | RA | APPROVED | 2020-06-30 |
Branch Locations
250 Lombard St Ste 5, Thousand Oaks, CA 91360 • United States
Santa Clarita, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sun Life Of Canada | Woodland Hills | CA | 01/1987 | Present |
| Capital Analysts, Incorporated | Woodland Hills | CA | 07/1997 | 06/2020 |
| Lincoln Investment | Woodland Hills | CA | 06/2012 | 06/2020 |
| Lpl Financial, Llc | Thousand Oaks | CA | 06/2020 | Present |
1)06/2020 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - WILKINS/WEBER FINANCIAL & INSURANCE SERVICES - INVESTMENT RELATED - THOUSAND OAS, CA 91360 2)01/1983 - NON-VARIABLE INSURANCE - EARL C. ROBINSON & ASSOCIATES - 15% - INVESTMENT RELATED - THOUSAND OAS, CA 91360
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-06 |
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