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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Canoga Park | CA | 03/2016 | 01/2026 |
| Wells Fargo Clearing Services, Llc | Canoga Park | CA | 11/2018 | 01/2026 |
| Lpl Financial | Simi Valley | CA | 01/2026 | Present |
| Ventura County Credit Union | Simi Valley | CA | 01/2026 | Present |
1. "Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wealth Management at Ventura County Credit Union - Inv Rel - At Reported Business Location (s) - 01/2026"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-13 |
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