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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-14 |
Branch Locations
50 Francisco Street Suite 245, San Francisco, CA 94133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Free Lancer | Shanghai | 10/2014 | 03/2017 | |
| Shenzhen Elitimes Fund Management | Shanghai | 03/2017 | 06/2018 | |
| Unemployment | Palo Alto | CA | 06/2018 | 10/2018 |
| Farmers Insurance | San Mateo | CA | 10/2018 | 10/2019 |
| Farmers Financial Solutions | San Mateo | CA | 04/2019 | 10/2019 |
| Vorwerk Llc | Thousands Oaks | CA | 10/2018 | 10/2020 |
| Pruco Securities, Llc. | San Jose | CA | 10/2019 | 11/2024 |
| The Prudential Insurance Company Of America | San Jose | CA | 11/2019 | Present |
| Lpl Enterprise, Llc | San Jose | CA | 11/2024 | Present |
1) 02/03/2026-Bridgewater Partners-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 01/01/2026-40hrs/mth-30hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-14 |
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