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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-05-26 |
| CA | RA | APPROVED | 2022-06-07 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | San Diego | CA | 04/2019 | Present |
| Coverall | San Diego | CA | 10/2018 | 04/2019 |
| Doctible | San Diego | CA | 07/2017 | 10/2018 |
| Pearl Forwarding | San Diego | CA | 02/2017 | 07/2017 |
| United States Navy | Pensacola | FL | 08/2015 | 11/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-04 |
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