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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-06 |
Branch Locations
7500 Elk Grove Blvd, Elk Grove, CA 95757 • United States
8426 Elk Grove Florin Road, Elk Grove, CA 95624 • United States
2581 Fair Oaks Blvd, Sacramento, CA 95825 • United States
7381 Greenback Ln, Citrus Heights, CA 95621 • United States
7500 Elk Grove Blvd Ste 100, Elk Grove, CA 95757 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1651 Response Rd, Sacramento, CA 95815 • United States
4001 Manzanita Ave, Carmichael, CA 95608 • United States
465 S. Columbia River Hwy, Saint Helens, OR 97051 • United States
825 N. Hogan Road, Gresham, OR 97030 • United States
810 Sw Broadway, Portland, OR 97205 • United States
9950 Sw Nimbus Ave, Beaverton, OR 97008 • United States
301 Ne 192Nd Ave Ste 201, Vancouver, WA 98684 • United States
8135 Se Division Street, Portland, OR 97206 • United States
248 Sw Coast Highway, Newport, OR 97365 • United States
2495 Nw Town Center Drive, Beaverton, OR 97006 • United States
7925 Sw Nyberg Road, Tualatin, OR 97062 • United States
3180 Sw Cedar Hills Blvd Ste 113, Beaverton, OR 97005 • United States
16555 Boones Ferry Rd Ste 100, Lake Oswego, OR 97035 • United States
950 Nw 23Rd Ave, Portland, OR 97210 • United States
11050 Se Mcloughlin Blvd, Milwaukie, OR 97222 • 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 |
|---|---|---|---|---|
| Wells Fargo Bank Na | Mountain View | CA | 09/2010 | 07/2018 |
| Wells Fargo Advisors Llc | Mountain View | CA | 09/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mountain View | CA | 11/2016 | 07/2018 |
| Hsbc Bank Usa, N.A. | New York | NY | 10/2018 | 05/2019 |
| Hsbc Securities (Usa), Inc. | New York | NY | 12/2018 | 05/2019 |
| Bancwest Investment Services | Stockton | CA | 06/2019 | 07/2023 |
| Bmo Bank Na | Stockton | CA | 06/2019 | 08/2025 |
| Lpl Financial Llc | Escalon | CA | 07/2023 | 08/2025 |
| Techcombank | Hanoi | 08/2025 | 12/2025 | |
| Bmo Harris Bank | Elk Grove | CA | 12/2025 | Present |
| Lpl Financial | Elk Grove | CA | 01/2026 | Present |
1-12/2025 / Investment products and services are offered through LPL Financial LLC using the DBA-BMO Investment Services / investment related / 160 hrs mnth / 130 hrs during trading / at business location / start 12/22/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-30 |
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