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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2012-12-20 |
Branch Locations
2245 Fenton Pkwy Ste 107, San Diego, CA 92108 • United States
7708 Regents Rd, San Diego, CA 92122 • United States
1664 Garnet Avenue, San Diego, CA 92109 • United States
5407 Balboa Avenue Suite 420, San Diego, CA 92111 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| San Diego County Credit Union | San Diego | CA | 12/2012 | Present |
| Lpl Financial Llc | San Diego | CA | 12/2012 | Present |
(1) 12/20/2012-DBA ONLY/SDCCU MEMBER INVESTMENT SERVICES/100%/SAN DIEGO,CA (2) 08/06/2014: SDCCU INVESTMENT SERVICES - INV REL - CURRENT BUSINESS ADDRESS - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS): SDCCU INVESTMENT SERVICES - START 08/01/2014 - 160 HR/MO 100 DURING SECS TRDG HRS - THIS IS THE NAME OF THE INVESTMENT SERVICES PROGRAM AT SAN DIEGO COUNTY CREDIT UNION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-21 |
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