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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-30 |
| CA | RA | APPROVED | 2022-02-15 |
Branch Locations
3455 Sports Arena Blvd Ste 120, San Diego, CA 92110 • United States
3180 University Ave Ste 100, San Diego, CA 92104 • United States
2245 Fenton Pkwy Ste 107, San Diego, CA 92108 • United States
5500 Overland Ave Ste 190, San Diego, CA 92123 • United States
502 University Ave., Ste 500, San Diego, CA 92103 • United States
13179 Black Mountain Rd Ste 3, San Diego, CA 92129 • United States
San Diego, CA • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Various Insurance Carriers For W&R Insurance Agencies | San Diego | CA | 09/2015 | 01/2017 |
| Waddell & Reed Inc | San Diego | CA | 08/2016 | 01/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 01/2017 | 04/2020 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 06/2020 | 02/2022 |
| Wells Fargo Bank, Na | San Diego | CA | 06/2020 | 02/2022 |
| Lpl Financial Llc | San Diego | CA | 02/2022 | Present |
1) 2/2022- SDCCU Investment Services- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s) 2) 2/2022- Notary- inv. related- San Diego, CA- start date 2/2022- 1hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-02 |
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