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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-04-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Morristown | NJ | 01/2007 | 05/2017 |
| Prudential Insurance Company Of America | San Diego | CA | 01/2018 | 08/2018 |
| Pruco Securities, Llc | San Diego | CA | 01/2018 | 06/2018 |
| Niagara International Capital Limited | San Diego | CA | 05/2017 | 08/2017 |
| Unemployed | San Diego | CA | 06/2017 | 07/2017 |
| Unemployed | San Diego | CA | 09/2017 | 12/2017 |
| Peak American Financial Group | Plano | TX | 07/2020 | 04/2021 |
| Peak American Investment Advisors | Plano | TX | 07/2020 | 04/2021 |
| National Funding | San Diego | CA | 08/2018 | 04/2019 |
| Health Iq | Mountain View | CA | 04/2019 | 07/2020 |
| Lpl Financial | San Diego | CA | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-08-19 |
| S66 | Uniform Combined State Law Examination | 2010-06-25 |
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