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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-16 |
| TX | RA | APPROVED | 2026-06-15 |
Branch Locations
195 E 4Th Ave, San Mateo, CA 94401 • United States
321 Gellert Blvd, Daly City, CA 94015 • United States
149 Park Road, Burlingame, CA 94010 • United States
149 Park Road,, Burlingame, CA 94010 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
295 Bush St, San Francisco, CA 94104 • United States
480 Columbus Ave, San Francisco, CA 94133 • United States
2288 Westborough Blvd, South San Francisco, CA 94080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa National Association | Cupertino | CA | 11/2017 | 08/2021 |
| Hsbc Securities (Usa) Inc. | Cupertino | CA | 07/2018 | 08/2021 |
| Citibank | Fresno, San Jose | CA | 07/2009 | 11/2017 |
| Wells Fargo Clearing Services, Llc | Foster City | CA | 08/2021 | 01/2022 |
| Wells Fargo Bank, Na | Foster City | CA | 08/2021 | 01/2022 |
| Hsbc Securities (Usa) Inc. | San Francisco | CA | 03/2022 | 06/2026 |
| Hsbc Bank Usa, N.A. | San Francisco | CA | 03/2022 | 06/2026 |
| Unemployed | Daly City | CA | 01/2022 | 03/2022 |
| Lpl Financial Llc | Burlingame | CA | 06/2026 | Present |
| Bmo Harris Bank | Burlingame | CA | 06/2026 | Present |
1. “Investment products and services are offered through LPL Financial LLC using the DBA/trade name BMO Investment Services - Inv Rel - At Reported Business Location (s) - 06/2026”
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-02 |
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