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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-06-03 |
Branch Locations
1855 Cochran St Ste 108, Simi Valley, CA 93065 • United States
24003 Newhall Ranch Road, Santa Clarita, CA 91355 • United States
10064 Riverside Dr, Toluca Lake, CA 91602 • United States
19765 Rinaldi St Suite B, Porter Ranch, CA 91326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parsonex Securities | Englewood | CO | 06/2016 | 12/2016 |
| Neilson Financial Services | Los Angeles | CA | 10/2017 | 08/2018 |
| Lpl Financial Llc | Burbank | CA | 09/2018 | Present |
| Kinecta Federal Credit Union | El Segundo | CA | 09/2018 | 08/2020 |
| Stoneledge Furniture Llc | Burbank | CA | 05/2016 | 09/2017 |
| Logix Federal Credit Union | Burbank | CA | 08/2020 | Present |
1. 9/9/2020 - Logix Federal Credit Union - DBA: Logix Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/31/2020 - 160 Hours Per Month During Securities Trading. 2. 05/11/2023 - No Business Name - Investment Related - Winnetka, CA - Real Estate Rental - Start Date 06/01/2023 - 0 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-15 |
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