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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-01-29 |
Branch Locations
465 E. Fir Ave Suite 105, Fresno, CA 93720-2975 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Ubs Financial Services | Fresno | CA | 09/2005 | 11/2017 |
| Lpl Financial, Llc | Fresno | CA | 01/2018 | Present |
1. 01/08/2018 - No Business Name - Not Investment Related - Home Based, and Fresno, CA 93728 & 93704 - Real Estate Rental - Start Date 08/01/2000 - 0 Hours Per Month / 0 Hours During Trading - 0% Time Spent. 2. 04/12/2022 - Brownstone Investment Partners LLC - Investment Related - 7050 N. Fresno St. Ste. 101 Fresno, CA 93720 - Real Estate Rental - Limited Partner - Start Date: 02/01/2022 - 1 Hour Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-01-30 |
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