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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-03 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
Encinitas, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meg Green & Associates, Inc | Miami | FL | 11/2014 | 09/2016 |
| Sterne Agee Financial Services, Inc | Miami | FL | 11/2014 | 09/2016 |
| Morgan Stanley | Carlsbad | CA | 09/2016 | 06/2020 |
| Morgan Stanley Private Bank, N.A. | Carlsbad | CA | 01/2018 | 06/2020 |
| Jpmorgan Chase Bank, N.A. | San Diego | CA | 06/2020 | 11/2021 |
| J.P. Morgan Securities Llc | San Diego | CA | 06/2020 | 11/2021 |
| Lpl Financial | San Diego | CA | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-17 |
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