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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-11 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Larrabee Farms | Chico | CA | 05/2020 | 12/2022 |
| Truckee River Raft Co | Tahoe City | CA | 05/2019 | 08/2019 |
| Lpl Financial | Chico | CA | 06/2023 | 12/2023 |
| University Of Arizona | Tucson | AZ | 08/2015 | 05/2020 |
| Parabolics Llc | Sacramento | CA | 05/2021 | Present |
| Liberty Bell Financial Group | Chico | CA | 04/2023 | 08/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 12/2023 | 08/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 12/2023 | 08/2025 |
| Lpl Financial Llc | Chico | CA | 08/2025 | Present |
| Mechanics Bank | Chico | CA | 08/2025 | Present |
1) 07/23/25 - Mechanics Investment Services - DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s) 2) 7/23/25 - Parabolics - Business Entity For Tax/Investment Purposes Only - owner - Non-inv. Related- Sacramento, CA - start date 5/13/2021- 1hr/mth- 0 during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-02 |
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