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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-08 |
| CA | RA | APPROVED | 2023-08-08 |
Branch Locations
2060 E Avenida De Los Arboles Ste B, Thousand Oaks, CA 91362 • United States
19085 Golden Valley Rd #115, Santa Clarita, CA 91387 • United States
27918 Franklin Pkway, Valencia, CA 91355 • United States
18700 Ventura Blvd, Ste 110, Tarzana, CA 91356 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Logix Federal Credit Union | Burbank | CA | 06/2015 | Present |
| Lpl Financial Llc | Valencia | CA | 04/2022 | Present |
1)09/15/2022 - Logix Financial Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)09/15/2022 - Life Insurance Company of the Southwest - Non-Variable Insurance - Inv Rel - Santa Clarita,CA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-20 |
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