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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-07 |
Branch Locations
19006 Brookhurst Blvd, Huntington Beach, CA 92646 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mission Viejo | CA | 01/2024 | 10/2025 |
| Allstate Insurance | Costa Mesa | CA | 01/2020 | 12/2023 |
| Professional Sports Publications | Charlotte | NC | 01/2019 | 02/2020 |
| Mcalister's Deli | Boone | NC | 08/2015 | 05/2018 |
| Appalachian State University | Boone | NC | 08/2014 | 05/2018 |
| Unemployed | Charlotte | NC | 06/2018 | 01/2019 |
| Bank Of America, N.A | Mission Viejo | CA | 03/2024 | 10/2025 |
| Bmo Harris Bank | Huntington Beach | CA | 10/2025 | Present |
| Lpl Financial Llc | Huntington Beach | CA | 10/2025 | Present |
1. 10/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name BMO INVESTMENT SERVICES - Investment Related - At Reported Business Location (s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-05 |
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