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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2023-03-23 |
Branch Locations
11440 W.BErnardo Ct.SUite 300, San Diego, CA 92127 • United States
11440 W. Bernardo Ct. Suite 300, San Diego, CA 92127 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2013 | 09/2017 |
| Ameriprise Financial Services Inc | Sandiego | CA | 09/2017 | 03/2023 |
| Lpl Financial | San Diego | CA | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-01 |
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