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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-11 |
| AZ | RA | APPROVED | 2023-07-19 |
| CA | RA | APPROVED | 2023-07-19 |
| NV | RA | APPROVED | 2023-07-19 |
Branch Locations
1969 Diamond Blvd, Concord, CA 94520 • United States
1333 N. California Blvd. Suite Sl10, Walnut Creek, CA 94596 • United States
1313 Grant Ave, Novato, CA 94945 • United States
2299 Market Street, San Francisco, CA 94114 • United States
494 Magnolia Ave, Larkspur, CA 94939 • United States
2812 Mission Street, San Francisco, CA 94110 • United States
San Rafael, CA • 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 |
|---|---|---|---|---|
| Bank Of The West | Napa | CA | 05/2011 | Present |
| Bancwest Investment Services | Napa | CA | 05/2011 | Present |
| Lpl Financial Llc | Napa | CA | 07/2023 | Present |
1. 04/19/2023 - BMO Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 04/19/2023 - marinoff rental - Investment Related - Las Vegas, NV - Real Estate Rental - Owner - Start Date 1/1/2020 - 0 Hours Per Month/ During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-11 |
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