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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-12 |
Branch Locations
7630 Via Campanile Suite 138, Carlsbad, CA 92009 • United States
12980 Carmel Country Rd, San Diego, CA 92130 • United States
2245 Fenton Pkwy Ste 107, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carruth Cellars | Solana Beach | CA | 01/2016 | 12/2017 |
| Villa Maria Winery | Blenheim | 03/2018 | 05/2018 | |
| Plumpjack Winery | Napa | CA | 08/2018 | 12/2018 |
| Villa Maria Winery | Blenheim | 01/2019 | 05/2019 | |
| Unemployed | Encinitas | CA | 06/2019 | 08/2019 |
| Odette Winery | Napa | CA | 09/2019 | 11/2019 |
| Edward Jones | Encinitas | CA | 02/2020 | 11/2020 |
| Unemployed | Encinitas | CA | 12/2020 | 04/2021 |
| Pruco Securities Llc | San Diego | CA | 04/2021 | 10/2021 |
| The Prudential Insurance Company Of America | San Diego | CA | 04/2021 | 10/2021 |
| Pnc Investments | San Diego | CA | 10/2021 | 03/2024 |
| Lpl Financial | San Diego | CA | 03/2024 | Present |
| San Diego County C U | San Diego | CA | 03/2024 | Present |
1- 03/2024 / SDCCU Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2- 03/2024 / Outside Wealth LLC / Business Entity For Tax/Investment Purposes Only / Non-Investment Related / Start date: 02/29/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-04 |
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