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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-28 |
Branch Locations
Rancho Cordova, CA • United States
2998 Douglas Blvd Suite 200, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Jacksonville | FL | 06/2021 | 03/2024 |
| Unemployed | Jacksonville | FL | 12/2020 | 06/2021 |
| Stormforce Of Jacksonville | Jacksonville | FL | 10/2012 | 11/2020 |
| Nylife Securities Llc | Jacksonville | FL | 12/2021 | 03/2024 |
| Lpl Enterprise | Roseville | CA | 03/2025 | Present |
| Unemployed | Elk Grove | CA | 04/2024 | 06/2024 |
| Applied Tax Services | Elk Grove | CA | 07/2024 | 09/2024 |
| Self Employed | Elk Grove | CA | 10/2024 | 02/2025 |
1. 03/11/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Elk Grove, CA - Start Date 03/11/2025 - 160 HRS/MO 2. 03/11/2025 - N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Elk Grove, CA - Start Date 03/11/2025 - 160 HRS/MO 3. 03/11/2025 - Ashish & Divya Desai - Real Estate Rental - INV REL - Elk Grove, CA - Start Date 08/01/2023 - 1 HR/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-30 |
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