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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-05-09 |
| CA | RA | APPROVED | 2014-12-11 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Cathedral City | CA | 12/2014 | Present |
| Desert Sands Unified School | Palm Desert | CA | 10/2016 | Present |
(1) 12/24/2014: JPR Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - 68820 San Felipe Rd., Cathedral City, CA 92234 - Start 11/03/2014 - 100% Time Spent (2) 10/24/2016: Desert Sands Unified School - Teacher - Not Investment Related - 74910 Aztec Road, Palm Desert, Ca.92260 - Start 10/01/2016 - 100 Hr/Mo; 3 Hour(s) During Securities Trading - Teach Business classes at a local high school. No affiliation with any securities business, does not share space with any securities business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-03 |
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