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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-13 |
| CA | RA | APPROVED | 2021-12-15 |
Branch Locations
380 S Melrose Drive, Suite 211, Vista, CA 92081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | San Diego | CA | 07/2019 | 10/2021 |
| Je Strong Financial Network | Lakeport | CA | 01/2018 | 07/2019 |
| The Lot | San Diego | CA | 02/2016 | 07/2017 |
| San Diego State University | San Diego | CA | 07/2017 | 07/2019 |
| Lpl Financial Llc | Lakeport | CA | 10/2021 | Present |
1) 10/12/2021 - JE Strong Financial Network - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 07/19/2023 - Strong Financial Network LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 07/01/2023 - 160 Hours Per Month/ 120 Hours During Trading 3) 10/27/2023 - Real Estate Rental - Investment Related - Lakeport, CA - Start Date 10/16/2023 - 1 Hour Per Month/ 0 Hours During Trading 4) 04/24/2024 - Strong Made Genetics LLC - Other - Commercial Cattle Operation Owner as LLC - Investment Related - Home Based - Start Date 01/01/2024 - 40 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-30 |
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