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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-15 |
| TX | RA | APPROVED_RES | 2025-05-15 |
Branch Locations
5185 Cherry Ave, Suite 50, San Jose, CA 95118 • United States
2654 El Camino Real, Santa Clara, CA 95051 • United States
1775 Story Road Suite 110, San Jose, CA 95122 • United States
1790 S. Bascom Avenue, Campbell, CA 95008 • United States
332 West El Camino Real, Sunnyvale, CA 94087 • United States
601 E Calaveras Blvd, Milpitas, CA 95035 • United States
1105 Veterans Blvd., Redwood City, CA 94063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Patelco Credit Union | San Jose | CA | 04/2010 | Present |
| Lpl Financial Llc | Sunnyvale | CA | 05/2025 | Present |
1. 05/15/2025- PATELCO FINANCIAL SOLUTIONS- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/23/2025- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-11 |
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