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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Arroyo Grande | CA | 09/2023 | Present |
| Electriq Power Holdings | Pismo Beach | CA | 07/2023 | 09/2023 |
| Popmenu Llc | San Luis Obispo | CA | 12/2021 | 04/2023 |
| Computer Futures | San Diego | CA | 06/2021 | 12/2021 |
| Point Sur Advisors Llc | Arroyo Grande | CA | 12/2020 | 05/2021 |
| Arizona State University | Tempe | AZ | 09/2018 | 05/2021 |
| Lewis & Clark College | Portland | OR | 09/2017 | 05/2018 |
| Arroyo Grande High School | Arroyo Grande | CA | 09/2013 | 06/2017 |
| Sushi 101 | Tempe | AZ | 09/2018 | 09/2019 |
| Arizona Country Club | Scottsdale | AZ | 08/2019 | 11/2019 |
| Santa Barbara County Fire Department | Santa Barbara | CA | 05/2020 | 08/2020 |
| Unemployed | Pismo Beach | CA | 05/2018 | 09/2018 |
| Arizona State University | Tempe | AZ | 11/2019 | 05/2020 |
| Arizona State University | Tempe | AZ | 12/2020 | 05/2021 |
1.06/07/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name POINT SUR ADVISORS, LLC; Investment Related; at Reported Business Location(s); Start Date 06/04/2024; hrs/mth; hrs during trading 2.05/18/2026; Compass Health; Outside/W-2 Employment; Not Investment Related; Pismo Beach,CA; Start Date 05/05/2026; 40hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-21 |
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