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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clearview Wealth Partners | Petaluma | CA | 04/2024 | Present |
| Ced Inc | San Rafael | CA | 08/2022 | 04/2024 |
| Demo Sport | San Rafael | CA | 01/2021 | 07/2022 |
| Apple | Cotre Madera | CA | 10/2019 | 03/2020 |
| Unemployed | San Rafael | CA | 04/2020 | 12/2020 |
| University Of Oregon | Eugene | OR | 08/2017 | 06/2019 |
| Unemployed | San Rafeal | CA | 07/2019 | 09/2019 |
| Wholefoods | San Rafael | CA | 07/2016 | 07/2017 |
| Lpl Financial Llc | Petaluma | CA | 04/2024 | Present |
1. 07/2025 - Clearview Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 5 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 07/22/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-02 |
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