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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-05 |
| CA | RA | APPROVED | 2025-06-04 |
Branch Locations
4370 La Jolla Village Dr Ste 640, San Diego, CA 92122 • United States
4370 La Jolla Village Drive. Suite 640, San Diego, CA 92122 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | La Jolla | CA | 03/2008 | 06/2025 |
| City National Bank | La Jolla | CA | 01/2020 | 12/2022 |
| Lpl Financial Llc | San Diego | CA | 06/2025 | Present |
1. Start date: 05/02/2025 - Franklin Kriss LLC - Business Entity For Tax/Investment Purposes Only - Not Investment related - San Deigo CA 92101 - 5 Hrs/Mth - 0 Hrs During Trading - time Spent: 5 2. Start date: 6/4/2025 - Evermark Investment Partners - DBA for LPL Business (entity for LPL business) - Investment related - San Diego, CA 92122 - 0 Hrs/Mth - 0 Hrs During Trading - time Spent: 0 3. Start date: 04/24/2025 - Dividend Capital LLC - Business Entity For Tax/Investment Purposes Only - Not Investment related - San Diego CA 92122 - 160 Hrs/Mth - 8 Hrs During Trading - time Spent: 95
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-15 |
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