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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-14 |
| TX | RA | APPROVED | 2025-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Pasadena | CA | 11/2013 | 10/2018 |
| Ameriprise Financial Services, Inc | Glendale | CA | 07/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Glendale | CA | 03/2020 | 01/2025 |
| Partners Fcu | Burbank | CA | 01/2025 | Present |
| Lpl Financial | Burbank | CA | 01/2025 | Present |
| Ameriprise Financial Services, Inc | Pasadena | CA | 10/2018 | 07/2019 |
1- 01/2025 / Partners Retirement and Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2- 01/2025 / 4Life Research / Outside/W-2 Employment / Not Investment Related / 1 hr mth / Pasadena, CA / Start date: 01/01/2012
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-07 |
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