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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-29 |
| TX | RA | APPROVED | 2024-08-29 |
Branch Locations
4747 Executive Dr. Ste 1340, San Diego, CA 92121 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
4747 Executive Drive Suite 1340, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Stamford | CT | 06/2015 | 08/2024 |
| City National Bank | Stamford | CT | 12/2016 | 08/2024 |
| Lpl Financial Llc | San Diego | CA | 08/2024 | Present |
1- 07/2024 / Design Private Wealth / DBA for LPL Business (entity for LPL business) / Inv Rltd / 160 hrs mnth / 8 hrs during trading 2- 07/2024 / Design Wealth / DBA for LPL Business (entity for LPL business) / Inv Rltd / 160 hrs mnth / 8 hrs during trading 3- 07/2024 / Nolo Chocolate / Busineess Owner / Non Inv Rltd / 2 hrs mnth / start 06/01/2022 4- 07/2024 / HONEST FARMS LLC / Business Entity For Tax/Investment Purposes Only / Non Inv Rltd / start 01/02/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-12 |
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