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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek | CA | 04/2015 | 12/2023 |
| Bank Of America, N.A. | Walnut Creek | CA | 04/2015 | 12/2023 |
| Morgan Stanley | Walnut Creek | CA | 12/2023 | 12/2024 |
| Unemployed | Walnut Creek | CA | 12/2024 | 05/2025 |
| Bmo Harris Bank | Walnut Creek | CA | 05/2025 | Present |
| Lpl Financial | Walnut Creek | CA | 05/2025 | Present |
1) 05/2025 - BMO Investment Services / Financial Institution Duty / Inv Related / Senior Premier Relationship Manager / Pittsburg CA 94565 / Start date 05/01/2000 - 2hrs per month - 1% time spent 2) 05/2025 - BMO Investment Services / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month - 100% time spent 3) 05/2025 -Premnauth Persaud - Rental Properties / Real Estate Rental / Owner / Inv Related / Pittsburg CA 94565 / Start date 05/01/2000 - 2 hrs per month - 1% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-13 |
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