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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-08 |
| TX | RA | APPROVED | 2025-05-08 |
Branch Locations
26141 Marguerite Parkway Ste A, Mission Viejo, CA 92692 • United States
Foothill Ranch, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 10/2013 | 07/2018 |
| Ameriprise Financial Services Inc | Newport Beach | CA | 07/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Mission Viejo | CA | 03/2020 | 05/2025 |
| Lpl Financial Llc | Foothill Ranch | CA | 05/2025 | Present |
1) 2025-11-13 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Amplify Wealth Management - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2025-11-11 - 160hrs/mth - 80hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-15 |
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