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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2023-09-26 |
Branch Locations
3610 Central Ave Ste 400, Riverside, CA 92506 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2018 | 09/2023 |
| Leaseplan Usa | Alpharetta | GA | 05/2015 | 07/2017 |
| Unemployed | Corona | CA | 07/2017 | 01/2018 |
| Lpl Financial | Corona | CA | 09/2023 | Present |
1- 09/2023 / California Baptist University / Teaching / Non Investment Related / 48 HRS MNTH / START DATE 8/14/2023 2- 09/2023 / Willis Wealth Management, LLC / DBA for LPL Business (entity for LPL business) / NON INVESTMENT RELATED California Baptist University Type of business: University Riverside, CA Start date: 9/6/2022 Professor Hours per week: 18 Hours during trading: 5 Professor of Finance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-30 |
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