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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-07 |
| CA | RA | APPROVED | 2019-10-17 |
Branch Locations
2210 Encinitas Blvd. Ste. C, Encinitas, CA 92024 • United States
Escondido, CA • United States
2210 Encinitas Blvd Ste C, Encinitas, CA 92024-4359 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-02-23 |
Branch Locations
Cloverdale, CA • United States
2210 Encinitas Blvd Ste C, Encinitas, CA 92024-4359 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 02/2018 | 10/2019 |
| First Tech Federal Credit Union | Santa Rosa | CA | 09/2014 | 12/2017 |
| Lpl Financial, Llc | Encinitas | CA | 10/2019 | 10/2020 |
| Lpl Financial, Llc | Encinitas | CA | 11/2020 | Present |
| Lifetime Financial Advisors Inc | Encinitas | CA | 10/2019 | 05/2020 |
| Lifetime Financial Advisors Inc | Encinitas | CA | 06/2020 | 02/2021 |
| Lifetime Financial Advisors Inc | Encinitas | CA | 02/2021 | 06/2022 |
| Lifetime Financial Advisors | Encinitas | CA | 06/2022 | Present |
| Cuso Financial Services | San Diego | CA | 09/2018 | 10/2019 |
1. 10/16/2019 - LIFETIME FINANCIAL ADVISORS, INC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ ENCINITAS, CA. 2. 3/18/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Started 08/07/2019 - 0 Hours Per Month - Admin for Lifetime Financial Advisors. 3. 3/2/2021 - LIFETIME FINANCIAL ADVISORS INC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 02/22/2021 - 50 Hours Per Month/30 Hours During Securities Trading - I provide financial planning and consulting services through LIFETIME FINANCIAL ADVISORS INC, an independent investment advisor firm. I started this business activity in 3/2021. I expect to spend approximately 50 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 advisory firm is separate from and independent of LPL Financial. 4. 09/28/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 08/18/2022 - 5 Hours Per Month/5 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-17 |
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