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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-03-20 |
| TX | RA | APPROVED | 2023-03-16 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
27201 Puerta Real, Ste 250, Mission Viejo, CA 92691 • United States
27201 Puerta Real Suite 250, Mission Viejo, CA 92691 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | San Juan Capistrano | CA | 03/2009 | 03/2023 |
| Lpl Financial Llc | Mission Viejo | CA | 03/2023 | Present |
1) 02/2023 - Pence Financial Group - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 3/16/2023 - Reimers Family Trust Martha Reimers Trustee - Investment Related - 13500 N. Rancho Vistoso Rd, Apt. 310 Tucson, AZ 85755 - Act in a Fiduciary Capacity - Successor Trustee - Start Date - 03/24/1998 - Time Spent 1% 3) 3/16/2023 - Richard F. Reimers and Lori C. Reimers TTEES Reimers Revocable Trust - Investment Related - Home Based - Act in a Fiduciary Capacity - Trustee - Start Date - 04/03/2003
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-07-26 |
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