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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-30 |
| TX | RA | APPROVED | 2026-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | San Diego | CA | 04/2016 | 10/2018 |
| Foresters Advisory Service | San Diego | CA | 10/2018 | 06/2019 |
| Cetera Investment Advisers Llc | San Diego | CA | 06/2019 | 01/2026 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | 01/2026 |
| Lpl Financial Llc | San Diego | CA | 01/2026 | Present |
| Jfc Advisor Network | San Diego | CA | 01/2026 | Present |
1) 01/29/2026 - Evan Cantalupo - Real Estate Rental - Airbnb Host - Inv Rel - San Diego, CA - Start 07/28/2025 - 4 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-18 |
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