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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-18 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston College | Chestnut Hill | MA | 08/2013 | 05/2017 |
| Lpl Financial, Llc | West Chester | PA | 05/2016 | 09/2017 |
| Kupiec Investment Group | West Chester | PA | 06/2016 | 09/2017 |
| Td Ameritrade Institutional | San Diego | CA | 05/2018 | 12/2022 |
| Park Place Technologies | El Cajon | CA | 11/2017 | 05/2018 |
| Charles Schwab & Co. | La Jolla | CA | 10/2022 | 12/2022 |
| Cuso Financial Services, Lp | San Diego | CA | 12/2022 | 08/2025 |
| Grove Point Investments, Llc | Rockville | MD | 08/2024 | 08/2025 |
| Lpl Financial Llc | San Diego | CA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-22 |
| S65 | Uniform Investment Adviser Law Examination | 2017-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-02 |
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