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222 East Canon Perdido Street, Suite 305, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
222 East Canon Perdido Street, Suite 305, Santa Barbara, CA 93101 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Santa Barbara | CA | 04/2016 | 08/2019 |
| Bourke Wealth Management, Inc. | Santa Barbara | CA | 08/2019 | Present |
1. 04/15/2016 - REAL ESTATE RENTAL/ REAL ESTATE RENTAL/ 5%/ 1600 GARDEN ST, UNIT 27, SANTA BARBARA, CA 93101 2. 04/15/2016 - BOURKE WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ SANTA BARBARA, CA 3. 04/15/2016 - RICHARDS INVESTMENTS/ REAL ESTATE RENTAL (PARTNER - NO PROPERTIES CURRENTLY OWNED)/ 4%/ SANTA BARBARA, CA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-10-27 |
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