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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-05 |
Branch Locations
2555 Townsgate Rd Ste 300, Westlake Village, CA 91361 • United States
Los Angeles, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade Investment Management, Llc | Santa Monica | CA | 01/2012 | 12/2020 |
| Jpmorgan Chase Bank, N.A. | Santa Monica | CA | 03/2021 | 02/2022 |
| J.P. Morgan Securities Llc | Santa Monica | CA | 03/2021 | 02/2022 |
| Td Ameritrade, Inc. | Santa Monica | CA | 01/2012 | 01/2021 |
| Western International Securities, Inc. | Pasadena | CA | 02/2022 | 06/2025 |
| Lpl Financial Llc | Westlake Village | CA | 06/2025 | Present |
1. 06/05/2025- Shaun Beyrer- Real Estate Rental- INV Related- At Lake Arrowhead, CA- Start date 01/03/2016- 4 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-23 |
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