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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Monterey | CA | 08/2020 | 06/2023 |
| California State University Monterey Bay | Seaside | CA | 06/2019 | 05/2020 |
| Cruz Creamery | Santa Cruz | CA | 06/2017 | 06/2018 |
| Cabrillo College | Aptos | CA | 07/2016 | 05/2017 |
| Unemployed | Watsonville | CA | 06/2020 | 07/2020 |
| Unemployed | Watsonville | CA | 07/2018 | 08/2018 |
| California State University Monterey Bay | Seaside | CA | 08/2018 | 05/2020 |
| Cabrillo College | Aptos | CA | 01/2016 | 05/2017 |
| Juran Wealth Management | Monterey | CA | 07/2020 | 06/2023 |
| Capital Waypoint | Monterey | CA | 09/2022 | 06/2023 |
| Hotel Abrego Lp | Monterey | CA | 04/2023 | 01/2024 |
| Lpl Financial Llc | Capitola | CA | 06/2023 | Present |
| Bay Federal Credit Union | Capitola | CA | 06/2023 | Present |
1- 11/19/2024 - Rep's Business - Caterer - Not Investment Related - Various Locations - Start Date 12/06/2024 - 7 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-28 |
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