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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-11 |
| TX | RA | APPROVED | 2024-10-11 |
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 |
|---|---|---|---|---|
| California Business Telephone Systems Inc Dba Calnetworks | Valencia | CA | 03/2011 | 07/2020 |
| Thrivent Investment Management Inc | Valencia | CA | 07/2019 | 06/2020 |
| Thrivent Financial | Appleton | WI | 07/2019 | 11/2019 |
| Thrivent Financial | Appleton | WI | 11/2019 | 06/2020 |
| Thrivent Investment Management Inc | Santa Clarita | AZ | 07/2020 | 09/2020 |
| Thrivent Financial | Appleton | WI | 07/2020 | 09/2020 |
| Edward Jones | St.LOuis | MO | 09/2020 | 10/2024 |
| Lpl Financial | Valencia | CA | 10/2024 | Present |
1- 10/2024 / CALIFORNIA BUSINESS TELEPHONE SYSTEMS INC / Other / Not Investment Related / Valencia, CA / Start date: 03/23/2011
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-30 |
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