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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-09-04 |
| CA | RA | APPROVED | 2025-09-03 |
Branch Locations
2998 Douglas Blvd Suite 200, Roseville, CA 95661 • United States
9190 Double Diamond Pkwy Suite 104, Reno,, NV 89521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Concord | CA | 08/2023 | 08/2025 |
| Wfgia | Concord | CA | 06/2023 | 08/2025 |
| Homwowners Financial Group Usa Llc | Scottsdale | AZ | 10/2022 | 11/2023 |
| Unemployed | Reno | NV | 04/2022 | 10/2022 |
| Jmac Home Loans | Santa Ana | CA | 09/2020 | 04/2022 |
| Bank Of America, N.A. | Charlotte | NC | 12/2014 | 09/2020 |
| Lpl Enterprise Llc | Roseville | CA | 09/2025 | Present |
1. 08/28/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Reno, NV - Start Date 08/27/2025 - 160 HRS/MO | 160 HRS/MO DURING TRADING 2. 08/28/2025 - DONALD ROGER COOMBS JR N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Reno, NV - Start Date 08/27/2025 - 160 HRS/MO | 160 HRS/MO DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-02 |
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