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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-10-08 |
| TX | RA | APPROVED | 2019-10-07 |
Branch Locations
7777 Alvarado Rd, Suite 202, La Mesa, CA 91942 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | San Diego | CA | 02/2003 | 09/2019 |
| Massmutual Life Insurance Co | San Diego | CA | 01/2003 | 09/2019 |
| Lpl Financial Llc | San Diego | CA | 09/2019 | Present |
1) 7/2007 - Non-Variable Insurance - Asset Protection & Wealth Management - Investment Related - San Diego, CA 2) 6/2014 - DBA for LPL Business (entity for LPL business) - Asset Protection & Wealth Management - Investment Related - San Diego, CA 3) 6/2014 - Other - INGENIEUX CONSULTING LLC - Not Investment Related - 15540 Tanner Ridge Rd, San Diego, CA 92127. 4) 1/6/2020 - No Business Name - Investment Related - San Diego, CA 92109 - Real Estate Rental - Started 12/21/2019 - 1 Hour Per Month During Securities Trading. 5) 4/15/2020 - Ash Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Referral Agent - Started 01/29/2020 2 Hours Per Month During Securities Trading. 6) 09/26/2024 - La Mesa Bookkeeping, LLC - Other - Bookkeeping - Investment Related - At Reported Business Location(s) - Start Date 10/01/2024 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-29 |
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