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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-20 |
| IL | RA | APPROVED | 2026-02-20 |
Branch Locations
141 W Jackson, Ste 3302, Chicago, IL 60604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Chicago | IL | 09/2020 | Present |
| The Advisoryone Group | Chicago | IL | 09/2020 | Present |
| Tesla | Newport Beach | CA | 11/2019 | 08/2020 |
| Ssd Alarm | Anaheim | CA | 09/2017 | 11/2019 |
| California State University - Long Beach | Long Beach | CA | 03/2016 | 08/2017 |
| California State University - Long Beach | Long Beach | CA | 08/2013 | 06/2017 |
1. 10/2025 - The AdvisoryOne Group, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 8 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 10/8/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-20 |
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