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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-06 |
| TX | RA | APPROVED | 2026-05-06 |
Branch Locations
San Marino, CA • United States
155 North Lake Avenue 8Th Floor, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asher Zebulum International Holdings Inc | Kirkland | WA | 07/2017 | 09/2019 |
| University Of Aberdeen | Aberdeen Scotland | 09/2015 | 06/2018 | |
| New York Life Insurance Co | Glendale | CA | 04/2019 | 04/2024 |
| Nylife Securities Llc | Glendale | CA | 06/2020 | 04/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pasadena | CA | 04/2024 | 05/2026 |
| Bank Of America, N.A. | Pasadena | CA | 06/2024 | 05/2026 |
| Lpl Financial | San Marino | CA | 05/2026 | Present |
1.05/06/2026; Asher Zebulun Holdings Canada Ltd.; Business Owner; Investment Related; Markham,ON; Start Date 06/28/2024; 2hrs/mth; 0hrs during trading 2.06/10/2026; Gerard Wei Zhang; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 06/15/2026; 5hrs/mth; 2hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-17 |
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