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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-03 |
| TX | RA | APPROVED | 2023-08-03 |
Branch Locations
1081 Camino Del Rio S, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St. Paul | MN | 09/2020 | 08/2023 |
| Minnesota Life Insurance Co | St. Paul | MN | 09/2020 | 08/2023 |
| Cri Securities | St. Paul | MN | 09/2020 | 10/2021 |
| North Star Resource Group | San Diego | CA | 09/2020 | 08/2023 |
| Unemployed | San Diego | CA | 03/2020 | 09/2020 |
| Momentum Marketing | Vista | CA | 08/2019 | 03/2020 |
| Aspire Inc | San Diego | CA | 09/2018 | 08/2019 |
| Post Graduate Student | Bournemouth | 09/2017 | 09/2018 | |
| Performance Service & Mechanical | Apple Valley | CA | 08/2015 | 09/2017 |
| Upper Iowa Alumni Office | Fayette | IA | 10/2015 | 05/2017 |
| Upper Iowa University | Fayette | IA | 07/2013 | 05/2017 |
| Lpl Financial Llc | San Diego | CA | 08/2023 | Present |
1) 07/19/2023 - JFC Advisor Network - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 2) 09/06/2023 - Insurance Design Network - Non-Variable Insurance - Financial Advisor - Investment Related - At Reported Business Location(s) - Start Date 09/05/2023 - 2 Hours Per Month/ 0 Hours During Trading 3) 02/27/2024 - KP Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/01/2024 - 40 Hours Per Month/ During Trading 4) 01/12/2026 - KP Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/08/2026 - 160 Hours Per Month/ During Trading 5) 06/05/2026 - A Martin & Associates - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/22/2026 - 40 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-25 |
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