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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Morgan Stanley | Brea | CA | 04/2016 | 07/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2016 | 07/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Norco | CA | 09/2017 | 05/2019 |
| Bank Of America, N.A. | Norco | CA | 09/2017 | 05/2019 |
| Unemployed | Riverside | CA | 05/2019 | 10/2019 |
| Waddell & Reed Inc | Brea | CA | 10/2019 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Riverside | CA | 10/2019 | 07/2021 |
| Lpl Financial Llc | Brea | CA | 07/2021 | Present |
11/2021 - Non-Variable Insurance - Jeremy Truong - Investment Related - Brea, CA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-14 |
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