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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 1997-12-31 |
| TX | RA | APPROVED_RES | 1996-01-19 |
Branch Locations
7511 N Remington Ave Ste 103, Fresno, CA 93711-5757 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fresno | CA | 05/1984 | Present |
1. 12/14/1994: NON-VARIABLE INSURANCE - WESTLAND FINANCIAL - INSURANCE AGENCY. - 20% TIME SPENT - FRESNO, CA. 2.12/16/2004: TAX PREP/ACCOUNTING/BOOKKEEPING - TAX PREPARATION. 3. 11/11/2009: DBA W/OBA - RICK MARTIN & ASSOCIATES - ALSO PROVIDES TAX PREPARATION SERVICES. - FRESNO, CA. 4. 10/18/2010: OTHER-OFFICE RENT - I AM LEASING 2000 SQUARE FEET OF OFFICE SPACE THAT HAS 6 INDIVIDUAL OFFICES. I WILL BE OCCUPYING ONE OF THE OFFICES AND RENTING OUT THE OTHERS. MY INTENTION IS TO RENT THE OTHER OFFICES TO LPL REPRESENTATIVES. I WILL BE COLLECTING RENT FOR THE OFFICE. - TIME SPENT 1% - FRESNO, CA. 5. 4/5/2021 - Mary L Widony Irrevocable Trust March 26 2021 - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Start Date: 4/1/2021 - 1 Hour Per Month/0 Hours During Securities Trading - Trustee of the Mary L Widony Irrevocable Trust. 6. 12/12/2024 - Real Estate Rental - Investment Related - Fresno, CA - Start Date 12/09/1993 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-03-22 |
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