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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
21184 Beach Blvd, Huntington Beach, CA 92648 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Seal Beach | CA | 06/2013 | 10/2017 |
| Pruco Securities, Llc. | Irvine | CA | 10/2017 | 11/2024 |
| Prudential Insurance Company Of America | Irvine | CA | 10/2017 | Present |
| Lpl Enterprise, Llc | Irvine | CA | 11/2024 | Present |
1) 08/30/2024- ClearPath Team Financial and Insurance Services- Offer financial planning and insurance services- DBA for LPL Business (entity for LPL business)- INV Related- Irvine, CA- Start Date 10/04/2021- 166hrs/mth- 140hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-12 |
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