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254 E 2Nd Street Suite 2, Powell, WY 82435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-02 |
| CA | RA | APPROVED | 2016-03-31 |
Branch Locations
254 E 2Nd Street Suite 2, Powell, WY 82435 • United States
Escanaba, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Irvine | CA | 03/2016 | Present |
| Golden State Wealth Management, Llc | South Coast Metro | CA | 06/2016 | Present |
1. 03/31/2016 - GOLDEN STATE WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ IRVINE, CA 2. 04/01/2016; Golden State Wealth Management, LLC; Registered Investment Advisor DBA; INV REL; AT REPORTED BUSINESS LOCATION(S); START DATE 3/1/2016; TIME SPENT 100%. 3. 04/01/2016; Golden State Wealth Management, LLC; Registered Investment Advisor Hybrid; INV REL; AT REPORTED BUSINESS LOCATION(S); IAR; TIME SPENT 100%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-07-22 |
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