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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-10 |
| TX | RA | APPROVED | 2025-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | San Jose | CA | 02/2007 | 03/2025 |
| Dc Design Studio | Mountain View | CA | 10/2000 | Present |
| Osaic Wealth, Inc. | San Jose | CA | 06/2024 | 03/2025 |
| Lpl Financial | San Jose | CA | 03/2025 | Present |
1 - 03/2025 - MLP TAX & FINANCIAL SERVICES, INC - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s). 2 - 03/2025 - MLP AS Inc. - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 5 Hours/Month - 0.25 Hours During Trading - CA 95110 - OBA Start Date: 03/10/2025. 3 - 03/2025 - DC Design Studio LLC - Other - Inv Related - 40 Hours/Month - CA 94041 - OBA Start Date: 01/01/1998.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-06-25 |
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