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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-06-14 |
| CA | RA | APPROVED | 2017-09-29 |
Branch Locations
625 College Boulevard, Oceanside, CA 92057 • United States
5500 Overland Ave Ste 190, San Diego, CA 92123 • United States
790 West San Marcos Blvd, San Marcos, CA 92078 • United States
225 Placerville Dr, Placerville, CA 95667 • United States
306 N Sunrise Ave, Roseville, CA 95661 • United States
1000 Plaza Dr, Grass Valley, CA 95945 • United States
3668 Lake Tahoe Blvd Ste J, South Lake Tahoe, CA 96150 • United States
2558-A Bell Road, Auburn, CA 95603 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Sacramento | CA | 01/2009 | 09/2017 |
| Lpl Financial, Llc | San Diego | CA | 09/2017 | Present |
| San Diego County Credit Union | Oceanside | CA | 09/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-30 |
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