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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-25 |
| TX | RA | APPROVED | 2026-08-24 |
| WY | RA | APPROVED | 2026-08-24 |
Branch Locations
100 N Citrus St Ste 522, , West Covina , CA 91791 • United States
Cheyenne, WY • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Idaho State University | Pocatello | ID | 08/2012 | 12/2016 |
| Mutual Of Omaha | Pocatello | ID | 03/2016 | 12/2016 |
| Unemployed | Missoula | MT | 12/2016 | 09/2017 |
| D.A. Davidson & Co. | Spokane | WA | 09/2017 | 06/2018 |
| Guardian Life Insurance Company | Missoula | MT | 04/2019 | 01/2021 |
| Park Avenue Securities | Missoula | MT | 05/2019 | 01/2021 |
| Fellowship Of Christian Athletes | Missoula | MT | 06/2018 | 04/2019 |
| Guardian Life Insurance Company | Spokane | WA | 01/2021 | 06/2024 |
| Park Avenue Securities | Spokane | WA | 01/2021 | 06/2024 |
| Guardian Life Insurance Company | Cheyenne | WY | 06/2024 | 08/2026 |
| Park Avenue Securities | Cheyenne | WY | 06/2024 | 08/2026 |
| Lpl Financial Llc | Cheyenne | WY | 08/2026 | Present |
1. 08/2026 - Prestesater Investment & Retirement Planning - DBA for LPL Business (entity for LPL business) - INV REL- 160 Hrs/Mth - 140 Hrs During Trading - West Covina, CA 91791 - OBA Start Date: 08/05/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-28 |
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