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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-10 |
| TX | RA | APPROVED | 2026-01-10 |
| FL | RA | APPROVED | 2026-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bcd Group | Chico | CA | 01/2008 | 03/2019 |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 03/2019 |
| Lpl Financial Llc | Chico | CA | 03/2019 | Present |
1) 3/4/2019 - DBA for LPL Business (entity for LPL business) - ASSET MANAGEMENT GROUP - Chico, CA 2) 3/4/2019 - Real Estate Rental - 2158 La Rocco Dr Chico, CA 95928 3) 5/14/2019 - Classical Conversations - Not Investment Related - EVANGELICAL FREE CHURCH OF CHICO, 1193 FILBERT AVE, CHICO, CA 95928 - Other-Tutor - Director of Classical Conversation Challenge - Start Date: 08/12/2019 - 20 Hours Per Month/16 Hours During Securities Trading. 4) 09/30/2022 - BCD Group - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 12/13/2019 - 1 Hours Per Month/1 Hours During Securities Trading 5) 04/24/2025 - Lakewest Properties, LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date 04/16/2025 - 1 Hrs/Mth - 0 Hrs During Trading. 6) 01/26/2026 - Firm Family Church - Non-Profit Board Member - Elder - Not Investment Related - Chico, CA - Start Date 01/01/2026 - 2 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-05 |
| S66 | Uniform Combined State Law Examination | 2009-10-09 |
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