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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-09 |
| CA | RA | APPROVED | 2022-04-27 |
Branch Locations
26508 Bouquet Canyon Road, Santa Clarita, CA 91350 • United States
521-E N. Hollywood Way, Burbank, CA 91505 • United States
1633 N. Victory Place, Burbank, CA 91504 • United States
19315 Saticoy Street, Unit A, Reseda, CA 91335 • United States
100 Universal City Plaza, Universal City, CA 91608 • United States
21240 Burbank Blvd, Woodland Hills, CA 91367 • United States
6020 Canoga Ave #C, Woodland Hills, CA 91367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Burbank | CA | 06/2020 | Present |
| University Of Southern California | Los Angeles | CA | 08/2013 | 04/2017 |
| Unemployed | Simi Valley | CA | 05/2017 | 09/2017 |
| Premier America Credit Union | Burbank | CA | 10/2017 | Present |
1) 08/14/2020 - Premier America Credit Union - Financial Institution Duty - inv rel - at reported business location(s) - start: 10/2017 - 100 hr/mth 2) 08/14/2020 - Premier America Credit Union - Non-Variable Insurance - inv rel - at reported business location(s) - start: 11/2019 - 20 hr/mth 3) 03/28/2024 - Premier America Wealth Management Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/26/2024 - 160 Hours Per Month/ 80 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-13 |
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