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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2024-01-08 |
Branch Locations
7777 Fay Avenue Suite 305, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | La Jolla | CA | 06/2021 | 01/2024 |
| University Of San Diego | San Diego | CA | 09/2018 | 05/2021 |
| Sharespost Inc. | San Francisco | CA | 06/2019 | 08/2019 |
| De La Salle High School | Concord | CA | 09/2014 | 06/2018 |
| Lpl Financial Llc | La Jolla | CA | 01/2024 | Present |
1- 12/2023 / MARINE STREET FINANCIAL / DBA for LPL Business (entity for LPL business) / Investment Related / 160 Hrs mnth / 8 Hrs during trading 2- 05/10/2024 - Advisors Choice Insurance Brokerage Services - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/15/2024 - 5 Hours Per Month/ 3 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-04 |
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