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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase | Los Angeles | CA | 06/2004 | 06/2021 |
| Edward Jones | St Louis | MO | 01/2024 | 09/2025 |
| Wells Fargo | Nipomo | CA | 08/2021 | 01/2024 |
| Mechanics Bank | Santa Maria | CA | 09/2025 | Present |
| Lpl Financial Llc | Santa Maria | CA | 09/2025 | Present |
1) 7/24/2025 -Mechanics Investment Services - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Mechanics Investment Services - Inv. Related- at reported business location(s). 2) 7/24/2025 - CountryWide Management, Ltd - Real Estate Rental- property owner/manager - Inv. Related- Lompoc, CA - start date 10/1/2015 - 2hrs /nth - 0 during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-23 |
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