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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-01-04 |
| CA | RA | APPROVED | 2008-04-01 |
Branch Locations
1921 Palomar Oaks Way Ste 106, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Carlsbad | CA | 03/2008 | Present |
1. 10/30/2009 - Landry Financial, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 7/2/2020 - East 2 West Properties, LLC - Investment Related - Carlsbad, CA 92011 - Real Estate Rental - Started 07/01/2020 - 1 Hour Per Month/0 Hours During Securities Trading. 3. 09/01/2021 - Cal Point Properties, LLC - Investment Related - Lighthouse Point, FL 33064 - Real Estate Rental - Start Date: 07/14/2021 - 2 Hours Per Month/0 Hours During Securities Trading - A property we will be using as a place for me to stay when I meet clients on the east coast.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-29 |
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