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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-06 |
Branch Locations
16789 Bernardo Center Dr, San Diego, CA 92128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Goleta | CA | 06/2018 | 08/2024 |
| Bank Of America, N.A. | Goleta | CA | 06/2018 | 08/2024 |
| California Polytechnic State University | San Luis Obispo | CA | 01/2015 | 06/2018 |
| San Luis Obispo Country Club | San Luis Obispo | CA | 04/2014 | 06/2018 |
| Domas Capital Group | Avila Beach | CA | 01/2018 | 04/2018 |
| Lpl Financial Llc | San Diego | CA | 08/2024 | Present |
1- 07/2024 / Lucia Capital Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 40 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-17 |
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