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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kinecta Federal Credit Union | Tustin | CA | 10/2007 | 08/2019 |
| Lpl Financial Llc | Huntington Beach | CA | 05/2015 | 08/2019 |
| Cuso Financial Services, Lp | San Diego | CA | 08/2019 | 08/2022 |
| Nuvision Federal Credit Union | Costa Mesa | CA | 08/2019 | 07/2022 |
| Sagepoint Finanical | Long Beach | CA | 08/2022 | 02/2023 |
| The Ameriflex Group, Inc. | Long Beach | CA | 08/2022 | 02/2023 |
| Ameriprise Financial Services, Llc | Riverside | CA | 02/2024 | 08/2025 |
| Unemployed | Eastvale | CA | 02/2023 | 02/2024 |
| B.B. Graham & Company, Inc. | Orange | CA | 11/2025 | 01/2026 |
| Lpl Financial | Ontario | CA | 01/2026 | Present |
| Golden1 Credit Union | Ontario | CA | 01/2026 | Present |
1."Investment products and services are offered through LPL Financial LLC using the DBA/trade name Golden1 Investment Services - Inv Rel - At Reported Business Location (s) - 01/2026"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-16 |
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