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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-12-16 |
Branch Locations
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 |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 12/2019 |
| Lpl Financial Llc | San Diego | CA | 12/2019 | Present |
1) 6/2019 - Outside/W-2 Employment - VERIZON ENTERPRISE SOLUTIONS - Not Investment Related - 30% - 01 Spear Street, San Francisco CA 94105 2) 11/03/2025 - Armanino LLP - Outside/W-2 Employment - Director - Not Investment Related - San Ramon, CA - Start Date 09/29/2025 - 40 hours per month/ 20 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-03 |
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