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809 Podva Road, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2004-11-08 |
Branch Locations
20444 Redwood Road, Castro Valley, CA 94546 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 1997-12-31 |
| TX | RA | APPROVED_RES | 1997-01-02 |
Branch Locations
809 Podva Road, Danville, CA 94526 • United States
Danville, CA • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Castro Valley | CA | 12/1995 | Present |
| Malakoff & Associates | Castro Valley | CA | 11/2004 | Present |
| Master Wealth, Llc (Malakoff Wealth) | Castro Valley | CA | 02/2006 | 07/2021 |
1. 11/27/2019 - Masonic Residence - Not Investment Related - 34400 Mission Boulevard, Union City, Ca 94578. - Outside/W-2 Employment - Preacher - Started 11/10/2019 - 1 Hours Per Month/0 Hours During Securities Trading. 2. 11/13/2020 - Master Wealth LLC - DBA: Master Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2018 - 120 Hours Per Month/80 Hours During Securities Trading. 3. 6/19/2021 - Erny G Malakoff - Not Investment Related - Home Based & At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 1/1/2019 - 5 Hours Per Month/1 Hours During Securities Trading - Revenue from personal investments at LPL and Term/LTC Insurance Policies. 4. 7/30/2021 - Master Wealth LLC - DBA: Malakoff & Associates - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2018 - 120 Hours Per Month/80 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-04-25 |
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