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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-03 |
Branch Locations
368 E Yosemite Ave Ste 200, Merced, CA 95340 • United States
368 E Yosemite Ave Suite 200, Merced, CA 95340 • 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 |
|---|---|---|---|---|
| Ubs Financial Services | Merced | CA | 01/2012 | 09/2025 |
| Lpl Financial Llc | Merced | CA | 09/2025 | Present |
1. 08/2025 - Melissa Frazier - Notary - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Merced CA 95348 - OBA Start Date: 01/01/2008 2. 08/2025 - Decorum Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 40 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 9/3/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-08 |
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