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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indian Wells | CA | 04/2020 | 03/2021 |
| Unemployed | Indio | CA | 07/2019 | 04/2020 |
| Woodhaven Country Club | Palm Desert | CA | 09/2016 | 07/2019 |
| Marriott's Shadow Ridge Golf Club | Palm Desert | CA | 12/2014 | 09/2016 |
| Bank Of America, N.A. | Indian Wells | CA | 07/2020 | 03/2021 |
| Lpl Financial, Llc | Irvine | CA | 04/2021 | Present |
1) 11/02/2021 - No Business Name - Not Investment Related - Home Based - Business Owner - Start Date: 11/01/2021 - 20 Hours Per Month/0 Hours During Securities Trading - I'm starting to build a website design company for industry-specific clients (Real Estate Professionals). 2) 09/30/2024 - TQLAS - Outside/W-2 Employment - Waiting Tables - Not Investment Related - 78015 Main Street Suite 109 La Quinta, CA 92253 - Start Date 09/12/2024 - 80 Hours Per Month/ 0 Hours During Trading 3. 10/03/2025 - Tryon & Co - DBA for LPL Business (entity for LPL business) - Inv rel - At reported business location(s) - Start date: 09/16/2025 - 160Hours Per Month/ 160 Hours During Trading 4. 10/03/2025 - STARCARE - DBA for LPL Business (entity for LPL business) - Inv rel - At reported business location(s) - Start date: 09/16/2025 - 40Hours Per Month/ 40 Hours During Trading 5. 10/03/2025 - Asset Plan Partners - DBA for LPL Business (entity for LPL business) - Inv rel - At reported business location(s) - Start date: 09/16/2025 - 10Hours Per Month/ 10 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-31 |
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