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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-15 |
| TX | RA | APPROVED_RES | 2026-04-15 |
Branch Locations
16789 Bernardo Center Dr, San Diego, CA 92128 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Rancho Santa Fe | CA | 09/2014 | 08/2018 |
| Wells Fargo Advisors, Llc | Rancho Santa Fe | CA | 10/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Rancho Santa Fe | CA | 11/2016 | 08/2018 |
| U.S. Bank | San Diego | CA | 08/2018 | 04/2026 |
| U.S. Bancorp Investments, Inc. | San Diego | CA | 08/2018 | 02/2026 |
| U.S. Bancorp Advisors, Llc | San Diego | CA | 02/2026 | 04/2026 |
| Lpl Financial Llc | San Diego | CA | 04/2026 | Present |
1. 04/2026 - Aperture Inc - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 5 Hour(s)/Month - 0 Hour(s) During Trading - San Diego, CA, 92128 - OBA Start Date: 04/10/2026 2. 04/2026 - HIGHWATER WEALTH - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 4/13/2026 3. 04/2026 - Flipmode LLC - Real Estate Rental - Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Hamilton, MT, 59840 - OBA Start Date: 03/16/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-31 |
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