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3215 Encinal Avenue Suite L, Alameda, CA 94501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-12 |
Branch Locations
3215 Encinal Avenue, Suite L, Alameda, CA 94501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Northern California | Walnut Creek | CA | 12/2022 | 03/2024 |
| City Of Fairfield, Ca | Fairfield | CA | 01/2017 | 12/2022 |
| Paramedics Plus | San Leandro | CA | 06/2014 | 01/2017 |
| Bcn Financial | Alameda | CA | 05/2024 | Present |
| Lpl Financial | Alameda | CA | 06/2024 | Present |
1 - 06/2024 / BCN FINANCIAL INC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mnth / 8 hrs during trading 2 - 06/2024 / Non-Variable Insurance / Investment Related / 60 hrs mnth / 3 hrs during trading 3 - 07/26/2024 - BCN FINANCIAL INC -Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) -Start Date 6/15//2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide administrative support to BCN FINANCIAL INC, an independent investment advisor firm. I started this business activity in 6/2024. I expect to spend approximately 160 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 | 2024-09-30 |
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