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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Ladera Ranch | CA | 10/2012 | 11/2023 |
| Lpl Financial Llc | Tustin | CA | 11/2023 | Present |
| Schoolsfirst Fcu | Tustin | CA | 11/2023 | Present |
1)11/08/2023 - SchoolsFirst Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)11/07/2023 - Notary - State of CA - Inv Rel - Start: 12/2019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-27 |
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