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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-11 |
| CA | RA | APPROVED | 2018-10-18 |
Branch Locations
429 Marsh St, San Luis Obispo, CA 93401 • United States
5075 S Bradley Rd, Suite 125, Orcutt, CA 93455 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coasthills Credit Union | Lompoc | CA | 07/2018 | 09/2021 |
| Cal Poly-San Luis Obispo | San Luis Obispo | CA | 09/2014 | 06/2018 |
| Gilbert Consulting Services Inc. | Arroyo Grande | CA | 04/2017 | 09/2017 |
| Law Store Plus | San Luis Obispo | CA | 01/2017 | 03/2017 |
| Sms Masterminds | San Luis Obispo | CA | 09/2016 | 01/2017 |
| Cal Poly Corp. | San Luis Obispo | CA | 09/2015 | 12/2016 |
| Lpl Financial Llc | San Luis Obispo | CA | 08/2018 | Present |
1.09/29/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Mustang Private Wealth; Investment Related; at Reported Business Location(s); Start Date 09/27/2021; 160hrs/mth; 100hrs during trading 2.08/31/2026; California State University-San Luis Obispo; Teacher Paid by School or University; Investment Related; San Luis Obispo,CA; Start Date 08/24/2026; 6hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-18 |
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