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111 N. Sepulveda Blvd. Suite 250, Manhattan Beach, CA 90266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-23 |
Branch Locations
111 N. Sepulveda Blvd. Suite 250, Manhattan Beach, CA 90266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| California State University Long Beach | Long Beach | CA | 01/2016 | 12/2017 |
| Lpl Financial, Llc | Manhattan Beach | CA | 11/2016 | Present |
| Madrid Financial Services | Manhattan Beach | CA | 09/2017 | Present |
1. 10/17/2017 - MADRID FINANCIAL SERVICES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 0%/ MANHATTAN BEACH, CA 2. 10/17/2017 - MADRID RETIREMENT ADVISORS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 0%/ MANHATTAN BEACH, CA 3. 12/15/2017 - Madrid Financial Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 09/29/2017 - 200 Hours Per Month / 50 Hours During Trading - 100% Time Spent - I provide investment advisory services through Madrid Financial Services, an independent investment advisor firm. I started this business activity in 09/2017. I expect to spend approximately 200 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-13 |
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