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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2024-01-03 |
Branch Locations
530 Technology Dr Ste 100 Unit A, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2015 | 04/2019 |
| Lpl Financial, Llc | Irvine | CA | 04/2019 | Present |
1. 4/16/2019 - MAVEN GROUP INVESTMENT STRATEGIES - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 4/2019. 2. 10/8/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 08/24/2020 - 1 Hour Per Month/0 Hours During Securities Trading - Various health & life. 3. 11/10/2025 - Qapital Family Adventures LLC - Investment Related - Encinitas, CA - Real Estate Rental - Start Date - 07/15/2022 - 4 Hours Per Month/0 Hours During Securities Trading. 4. 11/10/2025 - Maven Associates Insurance Solutions - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 08/10/2020 - 4 Hours Per Month/0 Hours During Securities Trading. 5. 06/12/2026 - My Hero Inc. , dba Get Page Hub - Business Owner - Not investment Related - Costa Mesa, CA - Start Date 06/01/2026 - 16 hours per month/ 8 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-24 |
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