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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-31 |
| CA | RA | APPROVED | 2026-01-21 |
Branch Locations
1860 Embarcadero Road, Palo Alto, CA 94303 • United States
San Jose, CA • United States
459 Lagunita Drive, Stanford, CA 94305 • United States
905 Barron Avenue, Redwood City, CA 94063 • United States
694 Pampas Lane, Stanford, CA 94305 • United States
300 Pasteur Dr. Hh013, Stanford, CA 94305 • United States
525 University Ave., Palo Alto, CA 94301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | San Jose | CA | 03/2015 | 07/2017 |
| Mariner Independent Advisor Network, Llc | Palo Alto | CA | 07/2017 | 07/2026 |
| Lpl Financial, Llc | Palo Alto | CA | 07/2017 | Present |
1. 2/5/2019 - Stanford Federal Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/15/2018 - 160 Hours Per Month During Securities Trading 2. 05/23/2023 - Mariner Independent Advisor Network - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 03/31/2023 - 160 Hours Per Month/ 160 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Mariner Independent Advisor Network LLC an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-11 |
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