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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-10 |
Branch Locations
70 S. Lake Ave. Ste. 700, Pasadena, CA 91101 • 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 |
|---|---|---|---|---|
| Unity Professional Insurance Services Inc | City Of Industry | CA | 08/2005 | 11/2019 |
| Lpl Financial Llc | Chino | CA | 09/2023 | 01/2024 |
| Daisy Financial Group | Beijing | 09/2014 | 11/2022 | |
| Homemaking | Lafayette | CA | 11/2022 | 09/2023 |
| Student | Lafayette | CA | 01/2024 | 07/2025 |
| Lpl Financial Llc | Pasadena | CA | 07/2025 | Present |
1)05/29/2025 - Apiary Partners Inc - Real Estate Rental - Inv Rel - Lafayette, CA - Start: 01/2023 - 2 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-08 |
| S65 | Uniform Investment Adviser Law Examination | 2005-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-04 |
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