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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| California Polytechnic State University, San Luis Obispo | San Luis Obispo | CA | 09/2017 | 06/2018 |
| Enoteca La Storia | Los Gatos | CA | 06/2018 | 08/2018 |
| California Polytechnic State University, San Luis Obispo | San Luis Obispo | CA | 09/2018 | 06/2019 |
| Fremont Bank | Livermore | CA | 06/2019 | 08/2019 |
| California Polytechnic State University, San Luis Obispo | San Luis Obispo | CA | 09/2019 | 06/2020 |
| Fremont Bank | Livermore | CA | 06/2020 | 08/2020 |
| California Polytechnic State University, San Luis Obispo | San Luis Obispo | CA | 08/2020 | 06/2021 |
| Fremont Bank Investment Services | Fremont | CA | 08/2021 | 06/2025 |
| Los Gatos High School | Los Gatos | CA | 08/2013 | 06/2017 |
| Steamer's Grillhouse | Los Gatos | CA | 01/2016 | 07/2017 |
| Lpl Financial | Fremont | CA | 08/2021 | 06/2025 |
| Lpl Financial, Llc | Fremont | CA | 06/2025 | Present |
1-2022 / Nicolette Dal Porto / Notary Public / Investment Related / Fremont, CA 2- 08/2021 / Investment products and services are offered through LPL Financial LLC using the DBA/trade name FB Investment Services Inv Related / At reported business location (s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-16 |
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