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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-02 |
| CA | RA | APPROVED | 2025-05-15 |
Branch Locations
565 Buckingham Way, San Francisco, CA 94132 • United States
3908 24Th St, San Francisco, CA 94114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2019 | 05/2021 |
| Tactical Telesolutions | Walnut Creek | CA | 03/2017 | 09/2019 |
| Wollburg Michelson | San Francisco | CA | 07/2016 | 12/2016 |
| A Plus Staffing | Sallas | TX | 02/2016 | 05/2017 |
| Wollburg Michelson | San Francisco | CA | 04/2017 | 06/2017 |
| Charles Schwab & Co. | San Francisco | CA | 06/2021 | 06/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 06/2023 | 12/2024 |
| Bank Of America, N.A. | San Francisco | CA | 07/2023 | 12/2024 |
| Cuso Financial Services, Lp | San Diego | CA | 12/2024 | 06/2025 |
| Lpl Financial Llc | San Francisco | CA | 05/2025 | Present |
1. SF Fire Investment Services- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- 800 Hrs Per Mnth/400 Hrs During Trading- Start Date 12/16/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-17 |
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