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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-29 |
| CA | RA | APPROVED | 2018-02-14 |
| NV | RA | APPROVED | 2018-02-14 |
Branch Locations
2060 E Avenida De Los Arboles Ste B, Thousand Oaks, CA 91362 • United States
2944 Tapo Canyon Rd # C-2, Simi Valley, CA 93063 • United States
1855 Cochran St Ste 108, Simi Valley, CA 93065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Simi Valley | CA | 12/2012 | 02/2018 |
| Logix Federal Credit Union | Simi Valley | CA | 12/2012 | Present |
| Lpl Financial Llc | Simi Valley | CA | 02/2018 | Present |
1. 03/14/2018 - Logix Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 3/19/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/04/2020 - 20 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-11 |
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