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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-05 |
Branch Locations
537 21St St, Manhattan Beach, CA 90266 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
200 Pacific Coast Highway Ste 2000, El Segundo, CA 90245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primeview Capital, Llc | El Segundo | CA | 09/2016 | 05/2022 |
| Business Consultant | Los Angeles | CA | 02/2012 | 09/2016 |
| Lpl Financial Llc | El Segundo | CA | 05/2022 | Present |
| Homebridge Financial | Torrance | CA | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-24 |
| S66 | Uniform Combined State Law Examination | 2002-04-23 |
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