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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-01 |
| CA | RA | APPROVED | 2023-06-27 |
Branch Locations
27120 Alicia Parkway, Laguna Niguel, CA 92677 • United States
5305 Alton Pkwy, Irvine, CA 92604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Ladera Ranch | CA | 02/2017 | 03/2022 |
| Bank Of America | Dana Point | CA | 08/2015 | 02/2017 |
| Fidelity Investments | Mission Viejo | CA | 03/2022 | 06/2023 |
| Schoolsfirst Federal Cu | Tustin | CA | 06/2023 | Present |
| Lpl Financial Llc | Tustin | CA | 06/2023 | Present |
1) 06/07/2023 - Schools First Investment Services - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-04-14 |
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