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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-15 |
| CO | RA | APPROVED | 2025-10-14 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Denver | CO | 01/2008 | 08/2024 |
| Unemployed | Littleton | CO | 08/2024 | 11/2024 |
| Thrivent Investment Management Inc | Minneapolis | MN | 11/2024 | 10/2025 |
| Thrivent Financial | Appleton | WI | 11/2024 | 10/2025 |
| Lpl Financial Llc | San Diego | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-05-03 |
| S65 | Uniform Investment Adviser Law Examination | 1997-05-19 |
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