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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-04 |
| TX | RA | APPROVED | 2026-08-04 |
Branch Locations
74-989 California 111, Indian Wells, CA 92210 • United States
74-989 California 111, Indian Wells, CA 92210 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2018 | 08/2026 |
| Yucaipa-Calimesa Joint Unified School District | Yucaipa | CA | 07/1999 | 09/2018 |
| Lpl Financial Llc | Indian Wells | CA | 08/2026 | Present |
| Bmo Bank Na | Indian Wells | CA | 08/2026 | 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) - Start Date : 08/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-15 |
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