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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-03 |
| TX | RA | APPROVED_RES | 2025-09-03 |
Branch Locations
368 E Yosemite Ave Ste 200, Merced, CA 95340 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Merced | CA | 04/1987 | 09/2025 |
| Lpl Financial Llc | Merced | CA | 09/2025 | Present |
1. 08/2025 - 2645 Branco Property - Real Estate Rental - Investment Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - Merced Ca. 95348 - OBA Start Date: 06/01/1998 2. 08/2025 - Decorum Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 9/3/2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-07-17 |
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