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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-16 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group | San Diego | CA | 04/2008 | 05/2025 |
| Lpl Financial | Ferndale | WA | 05/2025 | Present |
1- 03/2025 / Phillips West Property / Real Estate Rental / Investment Related / 1 hrs mnth / start 01/01/2024 2- 03/2025 / JD Phillips & Associates, Inc / DBA for LPL Business (entity for LPL business) / Investment Related / At Location / 160 hrs mnth / 120 hrs during trading / start 01/01/1998
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-23 |
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