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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-08-23 |
| CA | RA | APPROVED | 2013-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | La Mesa | CA | 05/2013 | Present |
1. 07/10/2013 - JC Investment Services Inc. - IVN REL; - Business Entity For Tax/Investment Purposes Only - for accounting purposes only. 2. 10/25/2021 - JC Investment Services Inc. - Investment Related - La Mesa, CA 91941 - Real Estate Rental - Start Date: 01/01/2022 - 1 Hour Per Month/0 Hour During Securities Trading - Commercial Property. 3. 11/17/2022 - Jachura Financial - Investment Related - 4721 4th Street La Mesa, CA 91941 - Real Estate Rental - Start Date: 07/01/2022 - 1 Hour Per Month/0 Hours During Securities Trading. 4. 11/17/2022 - Kimberly Doudna CPA - Investment Related - 4721 4th Street La Mesa, CA 91941 - Real Estate Rental - Start Date: 02/01/2023 - 1 Hour Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-08 |
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