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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-09-09 |
Branch Locations
9070 Irvine Center Dr Ste 100, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company, Llc | Newport Beach | CA | 06/2018 | 08/2020 |
| Irvine Bmw | Irvine | CA | 06/2007 | 06/2018 |
| First Republic Investment Management Inc | Newport Beach | CA | 06/2018 | 08/2020 |
| Lpl Financial, Llc | Irvine | CA | 09/2020 | Present |
1. 09/09/2020 - CHAMBERLIN & ASSOCIATES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ IRVINE, CA 2. 09/25/2023 - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 09/21/2023 - 1 Hour Per Month/ 0 Hours During Trading 3. 05/13/2024 - Magnum Wealth Management - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 1/1/2024 - 40 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-27 |
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