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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | San Jose | CA | 04/2012 | 03/2021 |
| Wells Fargo Bank | Los Altos | CA | 04/2021 | 01/2023 |
| Lpl Financial Llc | San Diego | CA | 06/2024 | Present |
| Ubs Financial Services | San Jose | CA | 02/2023 | 01/2024 |
| Unemployed | San Jose | CA | 02/2024 | 05/2024 |
1) 06/10/2024 - In Home Supportive Services - IHSS Provider - San Jose, CA 95110 - 100 hrs/mth 2) 11/20/2024 - The Yi Family, LLC - Family Business - San Jose, CA - Start Date 11/30/2024 - 3 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-16 |
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