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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2013-04-11 |
Branch Locations
223 West Main St, Suite D3, Los Gatos, CA 95030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ivy Financial Planning & Associates, Llc. | Palo Alto | CA | 04/2008 | Present |
| Lpl Financial Corporation | Palo Alto | CA | 09/2009 | Present |
1. 05/04/10 - DBA ONLY, IVY FINANCIAL PLANNING & ASSOCIATES, LLC, CA. 2. 05/11/2023 - Los Gatos High School - Not Investment Related - Los Gatos, CA 95030 - Other - Assistant High School JV Softball Coach - Start Date 02/01/2023 - 25 Hours Per Month/0 Hours During Securities Trading 3. 12/03/2024 - Sally Edwards Living Trust - Act in a Fiduciary Capacity - Executor - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2025 - 1 Hour per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-16 |
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