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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2024-02-05 |
| WA | RA | APPROVED | 2017-10-16 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
Frisco, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Salem | OR | 11/2009 | 02/2018 |
| Lyft | San Diego | CA | 09/2016 | 04/2017 |
| Truine Network | San Diego | CA | 07/2012 | 04/2017 |
| Fit Money, Llc | Newport | OR | 01/2018 | 02/2018 |
| Lpl Financial Llc | San Diego | CA | 02/2018 | Present |
1. 04/25/2017 - FINANCIAL FREEDOM WEALTH MANAGEMENT GROUP, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/07/2017 - 360 Hours Per Month/40 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-23 |
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