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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-06-14 |
Branch Locations
590 N Euclid St, Anaheim, CA 92801 • United States
8639 Atlantic Ave, South Gate, CA 90280 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Westminster | CA | 03/2020 | 06/2021 |
| Wells Fargo Bank, Na | Westminster | CA | 12/2016 | 06/2021 |
| Starbucks | Westminster | CA | 11/2014 | 12/2016 |
| Schoolsfirst Fcu | Tustin | CA | 06/2021 | Present |
| Lpl Financial Llc | Tustin | CA | 06/2022 | Present |
1)6/2022- SchoolsFirst Investment Services- DBA for LPL Business (entity for LPL business)- inv. related- Registered Admin- at reported business location(s) 2) 6/2022- SCHOOLSFIRST FCU- Financial Institution Duty / Member Service Rep- inv. related- Tustin CA- start date 6/2021- 160hrs/mth 3) 06/14/2022 - No Business Name - Investment Related - 15342 Newport Ave, Tustin CA 92780 - Notary - 2 Hours Per Month 4) 08/09/2023 - SchoolsFirst Retirement Planning - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start Date 07/24/2023 - 160 Hours Per Month/ 80 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-14 |
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