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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-17 |
Branch Locations
561 Sycamore Valley Rd West, Danville, CA 94526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Inc. | St. Paul | MN | 08/2016 | 05/2023 |
| Summit Financial Group | San Ramon | CA | 08/2016 | 08/2026 |
| Raymond James Financial Services, Inc. | San Ramon | CA | 05/2023 | 08/2026 |
| Raymond James Financial Services Advisors, Inc. | San Ramon | CA | 05/2023 | 08/2026 |
| Lpl Financial | Danville | CA | 08/2026 | Present |
1. 8/2026 - Northstar Financial Advisors, LLC - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 8/17/2026 2. 8/2026 - Second Saturday East Bay - Other - NOT INV REL - 3 Hour(s)/Month – 0 Hour(s) During Trading - Danville CA 94526 - OBA Start date: 08/17/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-17 |
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