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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2025-04-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 03/2017 | 04/2025 |
| Bank Of America, N.A. | San Francisco | CA | 03/2017 | 04/2025 |
| Unemployed | San Francisco | CA | 04/2016 | 03/2017 |
| Fremont Bank | San Leandro | CA | 04/2025 | Present |
| Lpl Financial | San Leandro | CA | 04/2025 | Present |
1)04/07/2025 - FB Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 10/15/2025- Whiskey Riot LLC- Business Owner- Not INV Related- At Sacramento CA- Start date 10/01/2025- 8 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-08 |
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