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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-15 |
| WV | RA | APPROVED | 2023-12-20 |
| GA | RA | APPROVED | 2022-09-06 |
| TX | RA | APPROVED | 2022-09-01 |
Branch Locations
1255 Treat Blvd, Suite 100, Walnut Creek, CA 94597 • United States
100 Bull St, Suite 200,Ofc 205, Savannah, GA 31401 • United States
Daniels, WV • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fremont | CA | 09/1981 | 09/2022 |
| Bank Of America, N.A. | Oakland | CA | 06/2011 | 09/2022 |
| Lpl Financial Llc | Savannah | GA | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-24 |
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