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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-01 |
Branch Locations
50 Oak Ct Ste 105, Danville, CA 94526 • United States
1475 S Bascom Ave Ste 114, Campbell, CA 95008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capitol Advocacy | Sacramento | CA | 05/2017 | 08/2017 |
| Student At Loyoyla Marymount University(Unemployed) | Los Angeles | CA | 01/2017 | 05/2017 |
| Unemployed | Sacramento | CA | 08/2016 | 12/2016 |
| Loyola Marymount University | Los Angeles | CA | 01/2017 | 05/2019 |
| Gt Auto Lounge | Rancho Cordova | CA | 07/2019 | 12/2019 |
| Whitaker & Associates | Sacramento | CA | 01/2020 | 05/2020 |
| The Financial Services Network | Sacramento | CA | 05/2020 | 01/2021 |
| Lpl Financial, Llc | Sacramento | CA | 02/2021 | Present |
| Mariner Independent Advisor Network, Llc | Sacramento | CA | 05/2020 | Present |
1. 09/14/2022 - Mariner Advisor Network - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 09/15/22 - 0 Hrs/Mth - 0 Hrs During Trading. 2) 05/06/2025 - Curantis Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:12/16/2024 - 160 Hrs/Mth - 5 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-31 |
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