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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-25 |
Branch Locations
406 Napa Jct Rd Ste 126, American Canyon, CA 94503 • United States
1705 1St St, Napa, CA 94559 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Federal Way | WA | 07/2023 | 03/2024 |
| Jpmorgan Chase Bank, N.A. | Federal Way | WA | 07/2023 | 03/2024 |
| Idaho Central Credit Union | Spokane | WA | 07/2022 | 06/2023 |
| Forrit Credit Union | Portland | OR | 10/2021 | 06/2022 |
| Key Bank | Portland | OR | 03/2021 | 10/2021 |
| Travis Credit Union | Richmond | CA | 09/2020 | 03/2021 |
| Wells Fargo | San Francisco | CA | 02/2020 | 09/2020 |
| Coldwell Banker | Fair Oaks | CA | 06/2019 | 06/2022 |
| Carpenter Zuckerman Rowley | Beverly Hills | CA | 10/2018 | 05/2019 |
| Coldwell Banker | Roseville | CA | 08/2016 | 07/2017 |
| Bank Of America | Los Angeles | CA | 08/2017 | 09/2018 |
| The Paradies Shops | Portland | OR | 07/2021 | 01/2022 |
| Walgreens | Woodland | CA | 10/2019 | 10/2019 |
| Ups | Sacramento | CA | 11/2016 | 01/2017 |
| Wells Fargo Bank, Na | Menlo Park | CA | 03/2024 | 03/2025 |
| Wells Fargo Clearing Services, Llc | Menlo Park | CA | 03/2024 | 03/2025 |
| Redwood Credit Union | Napa | CA | 03/2025 | Present |
| Lpl Financial Llc | Napa | CA | 03/2025 | Present |
1) 03/2025 - Jesus Villalpando / Real Estate Rental / Co-Owner / Inv Related / Spokane Valley, WA 90016 / Start date 06/01/2024 - 1 Hrs per month - 1 % Time Spent 2) 03/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Redwood Wealth Management / Inv Related / At reported business location (s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-05 |
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