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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-09-15 |
| CA | RA | APPROVED | 2020-09-01 |
| TX | RA | APPROVED_RES | 2020-09-01 |
Branch Locations
16789 Bernardo Center Dr, San Diego, CA 92128 • United States
23123 State Road 7 Ste 305C, Boca Raton, FL 33428 • United States
900 Se Ocean Blvd Ste 130D, Stuart, FL 34994 • 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 |
|---|---|---|---|---|
| Ymca Of Boca Raton | Boca Raton | FL | 06/2006 | 06/2019 |
| Rjl Wealth Management, Llc | San Diego | CA | 04/2010 | Present |
| Lucia Securities, Llc | San Diego | CA | 09/2011 | Present |
| Sokorp | Boca Raton | FL | 01/1989 | Present |
| Lpl Financial, Llc | San Diego | CA | 09/2020 | Present |
1. 9/1/2020 - SOKORP, INC. DBA PROKOS FINANCIAL SERVICES - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 1/1/89. 2. 9/1/2020 - LUCIA CAPITAL GROUP - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 9/1/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-02-21 |
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