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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-06 |
| TX | RA | APPROVED | 2026-05-06 |
Branch Locations
Garden Grove, CA • United States
620 Newport Center Dr, Ste 280, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Maria | CA | 08/2021 | 09/2025 |
| Unemployed | Santa Maria | CA | 11/2020 | 08/2021 |
| Starbucks Coffee Company | Santa Maria | CA | 07/2017 | 10/2020 |
| Towne Park, Ltd | Fullerton | CA | 03/2017 | 04/2017 |
| Northgate Markets | Placentia | CA | 07/2016 | 11/2016 |
| California State University, Fullerton | Fullerton | CA | 11/2016 | 03/2017 |
| Tesla | Buena Park | CA | 12/2019 | 01/2020 |
| Bank Of America, N.A. | Santa Maria | CA | 11/2021 | 09/2025 |
| Lpl Financial Llc | San Diego | CA | 05/2026 | Present |
| N/A | Garden Grove | CA | 09/2025 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-29 |
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