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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| WA | RA | APPROVED | 2019-10-02 |
| TX | RA | APPROVED_RES | 2017-06-22 |
Branch Locations
2724 Kilgore Road, Rancho Cordova, CA 95670 • United States
Seabeck, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Cameron Park | CA | 12/2009 | Present |
1. 12/18/2009: NO BUSINESS NAME - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - LIFE AND LONG TERM DISABILITY. 2. 4/20/2012: HOMETOWN ADVISORS - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 3. 5/26/2015: GOLDRUSH GETAWAYS - NOT INVESTMENT RELATED - HOME BASED: 1892 OVERLOOK CT, PLACERVILLE, CA 95667 - BUSINESS OWNER - STARTED 05/23/2015 - 2 HOURS PER MONTH/0 HOURS DURING SECURITIES TRADING - TRAVEL AGENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-28 |
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