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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-08 |
| CA | RA | APPROVED | 2023-06-02 |
Branch Locations
7901 Amador Valley Blvd, Dublin, CA 94568 • United States
3556 La Rambla Ave, Santa Clara, CA 95051 • United States
7030 Santa Teresa Blvd Ste 10, San Jose, CA 95139 • United States
573 East Calaveras Blvd, Milpitas, CA 95035 • United States
1055 East Brokaw Rd, San Jose, CA 95131 • United States
7062 Marketplace Dr, Goleta, CA 93117 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
10815 N Wolfe Rd Ste 100, Cupertino, CA 95014 • United States
7901 Amador Valley Blvd, Dublin, CA 94568 • United States
2150 Trade Zone Blvd, San Jose, CA 95131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2018 | Present |
| Young's Market Company | Pleasanton | CA | 05/2017 | 11/2018 |
| Draeger's Markert | Danville | CA | 02/2017 | 05/2017 |
| Draeger's Market | Los Altos | CA | 02/2016 | 02/2017 |
| Lpl Financial Llc | Dublin | CA | 05/2023 | Present |
| Keypoint Credit Union | Dublin | CA | 05/2023 | Present |
1- 06/2023 / KeyPoint Financial Services / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-15 |
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