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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-02-22 |
| CA | RA | APPROVED | 2023-11-17 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fontana | CA | 03/2015 | 06/2022 |
| Bank Of America, N.A. | Fontana | CA | 03/2015 | 06/2022 |
| Cuna Mutual Group | Madison | WI | 11/2023 | Present |
| Lpl Financial Llc | Madison | WI | 11/2023 | Present |
| Homestreet Bank | Brea | CA | 06/2022 | 03/2023 |
| Unemployed | Eastvale | CA | 03/2023 | 11/2023 |
1- 11/2023 / Cuna Mutual Group Executive Benefit Solutions / DBA for LPL Business (entity for LPL business) / Investment Related 2- 10/10/2024 - Chino Valley Unified School District - Ayala High School - Outside/W-2 Employment - Baseball Coach - Not Investment Related - Chino Hills, CA - Start Date 11/01/2024 - 30 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-11 |
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