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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
Branch Locations
611 Gateway Boulevard Ste 272, South San Francisco, CA 94080 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Bruno | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Bruno | CA | 11/2016 | 08/2019 |
| Lpl Financial Llc | San Mateo | CA | 08/2019 | Present |
| Alliant Credit Union | San Mateo | CA | 08/2019 | Present |
1)8/14/19- Alliant Retirement and Investment Services- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- 100%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-17 |
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