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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2023-02-17 |
Branch Locations
2998 Douglas Blvd., Suite 320, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wedbush Morgan Securities | Rosevill | CA | 10/2006 | 02/2023 |
| Lpl Financial Llc | Roseville | CA | 02/2023 | Present |
1- 02/2023 / Rubicon Advisors / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / ROCKLIN, CA 2- 01/2023 / Andersen's Creations / ARTIST-MUSICIAN / NON INVESTMENT RELATED / ROCKLIN, CA 3- 06/20/2024 - SA Financial - Non-Inv Related - Business Entity For Tax/Investment Purposes Only - Started: 6/29/2023 - 40 Hrs/Mo; 1 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-25 |
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