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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-08-12 |
| CA | RA | APPROVED | 1999-05-24 |
Branch Locations
30131 Town Center Dr Ste 266, Laguna Niguel, CA 92677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Jch Insurance Agency, Inc | Newport Beach | CA | 01/1997 | 12/2016 |
| Linsco/Private Ledger Corp. | Newport Beach | CA | 06/1998 | Present |
(1) 06/22/1998: No Business Name - Non-Variable Insurance - INV REL - At Reported Business Locations - No Time Spent (2) 04/27/2007: No Business Name - Non-Variable Insurance DBA - ASSET PLAN PARTNERS - INV REL - At Reported Business Location(s) - INSURANCE AGENCY SPECIALIZING IN FIXED LIFE, HEALTH, DISABILITY, LONG TERM CARE, IN ADDITION TO OUR SECURITIES BUSINESS THROUGH LPL. - 1% Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-16 |
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