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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-11-17 |
Branch Locations
4250 Executive Sq Ste 300 Ste 100, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | San Diego | CA | 07/2016 | 05/2017 |
| Lpl Financial Llc | San Diego | CA | 07/2017 | Present |
| Zions First Natl Bank (Affliate Bank- California Bank & Trust | San Diego | CA | 07/2017 | Present |
1) 7/10/17- CB&T Wealth Advisors- DBA for LPL Business (entity for LPL business)- Inv. Related - at reported business location(s)- 100% 2) 7/10/17- California Bank and Trust- Private Banking Relationship Manager- Inv. Related- at reported business location(s)-start date 5/22/17- 10% 3) 08/14/2023 - Real Estate Rental - Owner - Investment Related - #201 in Murrells Inlet, SC - Start Date 11/21/2022 - 1 Hour Per Month/ 0 Hours During Trading 4) 08/14/2023 - Real Estate Rental - Owner - Investment Related - Home in Murrells Inlet, SC - Start Date 01/23/2023 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-01 |
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