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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-09 |
| CA | RA | APPROVED | 2026-06-04 |
Branch Locations
4747 Executive Drive Ste 1340, San Diego, CA 92121 • 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 |
|---|---|---|---|---|
| Comerica Securities, Inc. | San Diego | CA | 11/2010 | 08/2023 |
| Lpl Financial | San Diego | CA | 06/2026 | Present |
| Ameriprise Financial Services, Llc | San Diego | CA | 08/2023 | 06/2026 |
1. 05/2026 - Coastal Ridge Wealth - DBA for LPL Business (entity for LPL business) - Inv Related – 20 Hour(s)/Month – 20 Hour(s) During Trading – San Marcos CA 92078 – OBA Start Date: 6/3/2026 2. 05/2026 - TDS Capital Group LLC - Business Entity For Tax/Investment Purposes Only - Inv Related – 15 Hour(s)/Month – 15 Hour(s) During Trading – San Marcos CA 92078 – OBA Start Date: 04/19/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-09 |
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