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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-12 |
| CA | RA | APPROVED | 2021-04-29 |
Branch Locations
8939 S Sepulveda Blvd Ste 304, Los Angeles, CA 90045 • United States
Santa Monica, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Santa Monica | CA | 08/2019 | 02/2021 |
| Zefr | Los Angeles | CA | 01/2017 | 08/2019 |
| Exponential Interactive | El Segundo | CA | 10/2012 | 12/2016 |
| Lpl Financial, Llc | Marina Del Ray | CA | 10/2020 | Present |
1. 02/19/2021 - LUCENT ELM FINANCIAL GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ MARINA DEL RAY, CA 2.05/13/2022 - LUCENT ELM WEALTH MANAGEMENT - INVESTMENT RELATED - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - START DATE: 01/01/2022 - 800 Hours Per Month/400 Hours During Securities Trading 3. 09/27/2022 - Taylored Enterprises, Inc. - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date - 09/30/2022 - 3 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-23 |
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