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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-01 |
| CA | RA | APPROVED | 2010-06-17 |
Branch Locations
1100 Lincoln Ave Ste 271, San Jose, CA 95125-3001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | San Jose | CA | 06/2010 | Present |
1. 2/1/2011: TAX PREP/ACCOUNTING/BOOKKEEPING - GL TAX PLANNING - TAX CONSULTING FOR CLIENTS CONSIDERING RETIREMENT, COLLEGE SAVINGS AND OTHER TAX CONCERNS. - 10% OF TIME SPENT. 2. 1/6/2012: DBA ONLY - C&L WEALTH MANAGEMENT - SAN JOSE, CA. 3. 1/6/2012: DBA ONLY - CALLAN AND LINDAHL WEALTH MANAGEMENT - SAN JOSE, CA. 4. 03/17/2014 - CALLAN AND LINDAHL - NON-VARIABLE INSURANCE - FIXED INSURANCE - TIME SPENT 10% - SAN JOSE, CA. 5. 5/8/2017 - GL Tax and Financial Planning, Inc - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 06/25/2012 - 5 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-24 |
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