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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-01 |
| CA | RA | APPROVED | 2023-07-19 |
| NV | RA | APPROVED | 2023-07-19 |
Branch Locations
4540 Balfour Road, Brentwood, CA 94513 • United States
1333 N. California Blvd. Suite Sl10, Walnut Creek, CA 94596 • United States
2484 Second St, Livermore, CA 94538 • United States
Discovery Bay, 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 |
|---|---|---|---|---|
| Bwc Investment Services, Inc. | Pittsburg | CA | 03/1999 | Present |
| Lpl Financial Llc | Brentwood | CA | 07/2023 | Present |
1. 05/11/2023 - BMO Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-02-23 |
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