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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED_RES | 2024-07-17 |
Branch Locations
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 |
|---|---|---|---|---|
| American Investors Company | San Ramon | CA | 02/2004 | 07/2024 |
| Cooper'S Ale Works | Nevada City | CA | 02/2007 | Present |
| Stacy Graham | Grass Valley | CA | 05/1991 | Present |
| Woodside Ranch | Grass Valley | CA | 01/2017 | Present |
| Lpl Financial | Grass Valley | CA | 07/2024 | Present |
1 - 07/16/2024 - COOPER'S ALE WORKS - Real Estate Rental - Inv Related - 12 Hours/Month - CA 95959 - OBA Start Date: 02/01/2007.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-07-03 |
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