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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-15 |
Branch Locations
4055 E Castro Valley Blvd, Castro Valley, CA 94552 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Patelco Credit Union | Pleasanton | CA | 11/2018 | Present |
| Cuso Financial Service, Lp | San Diego | CA | 11/2018 | 05/2025 |
| State Farm Insurance | San Leandro | CA | 11/2013 | 11/2018 |
| Lpl Financial Llc | Dublin | CA | 05/2025 | Present |
1) 04/2025 - Patelco Financial Solutions / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-23 |
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