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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-10-08 |
| TX | RA | APPROVED | 2019-10-07 |
Branch Locations
7777 Alvarado Rd, Suite 202, La Mesa, CA 91942 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | San Diego | CA | 07/2007 | 09/2019 |
| Mml Investors Services, Llc | San Diego | CA | 02/2013 | 09/2019 |
| Lpl Financial | La Mesa | CA | 09/2019 | Present |
1)06/2014 - DBA for LPL Business (entity for LPL) - ASSET PROTECTION & WEALTH MANAGEMENT - 100% - INVESTMENT RELATED - SAN DIEGO, CA 92101 2)07/2007 - NON-VARIABLE INSURANCE - ASSET PROTECTION & WEALTH MANAGEMENT - 20HRS/MO DURING TRADING - INVESTMENT RELATED - SAN DIEGO, CA 92101 3). 10/2015 - NOTARY - NICOLE GILBERT - 1HR/MO DURING TRADING - INVESTMENT RELATED - SAN DIEGO, CA 92101 4)10/2019 - THE NICHOLAS & NICOLE GILBERT REVOCABLE TRUST - CO-TRUSTEE NICOLE GILBERT - INVESTMENT RELATED - SAN DIEGO, CA 92119
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-27 |
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