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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2005-06-07 |
Branch Locations
18000 Studebaker Rd, Ste. 700, Cerritos, CA 90703 • United States
11801 Pierce St Ste 200, Riverdale, CA 92505 • United States
555 Anton Blvd Ste 150, Costa Mesa, CA 92676 • 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 |
|---|---|---|---|---|
| Linsco/Private Ledger Corp. | Orange | CA | 04/2009 | Present |
1. 12/19/05 - OUTSIDE INSURANCE. 2. 04/27/2009-DBA-BENCHMARK WEALTH MANAGEMENT WILL BE THE DBA NAME. ADDITIONALLY, ALL "NON-VARIABLE" INSURANCE WILL BE SUBMITTED THROUGH FIRST CHOICE FINANCIAL.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-08-12 |
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