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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taco Bell | North Hollywood | CA | 09/2015 | Present |
| California State University - Northridge | Northridge | CA | 08/2014 | 05/2019 |
| Equitable Advisors, Llc | Woodland Hills | CA | 09/2019 | 03/2021 |
| Jpmorgan Chase Bank, N.A. | Los Angeles | CA | 08/2021 | 10/2024 |
| J.P. Morgan Securities Llc | Los Angeles | CA | 08/2021 | 10/2024 |
| Equitable Financial Life Insurance Co | Woodland Hills | CA | 09/2019 | 03/2021 |
| Partners Fcu | Burbank | CA | 02/2025 | Present |
| Lpl Financial Corp | Burbank | CA | 02/2025 | Present |
1 - 01/2025 - Taco Bell - Outside/W-2 Employment - Not Inv Related - 64 Hours/Month - CA 91601 - OBA Start Date: 09/18/2015. 2- 02/03/2025- Partners Retirement and Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At BURBANK, CA- Start date 02/03/2025- 180 Hours Per Month- 80 hours during trading 3. 02/03/2025- Taco Bell- Outside/W-2 Employment- Not INV Related- At Burbank, CA- Start date 09/18/2015- 64 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-15 |
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