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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-27 |
| CA | RA | APPROVED | 2024-10-29 |
| SC | RA | APPROVED | 2024-10-29 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade Institutional | San Diego | CA | 02/2016 | 02/2020 |
| Lpl Financial Llc | San Diego | CA | 02/2020 | 01/2021 |
| Aw Securities | Sacramento | CA | 01/2021 | 05/2021 |
| Lpl Financial Llc | Mission Valley | CA | 05/2021 | 10/2024 |
| Lpl Enterprise, Llc | Fort Mill | SC | 10/2024 | Present |
1) 07/09/2025 - American Youth Soccer Organization Region 116- Non-Profit Board Member- Primary point of contact for Head Coaches in the Girls Under 7 Division. I will distribute game and practice schedules, uniforms and communicate any updates to games or practices.- not inv. related- at Bonita, CA- start date 07/21/2025- 10hrs/mnth-0hrs during trading 2) 12/02/2025-ShoppingSDHouses-Realtor-Mortgage/Real Estate Services-Inv Related-At National City, CA-Start date 12/02/2025-32hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-07 |
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