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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
1731 Technology Dr Suite 600, San Jose, CA 95110 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Massmutual Life Insurance Company | San Mateo | CA | 09/2020 | 03/2023 |
| Mml Investors Services Llc | San Mateo | CA | 06/2021 | 03/2023 |
| Syncrasy | Redwood City | CA | 08/2019 | Present |
| Elite Financial Group Llc/One America | Fremont | CA | 09/2019 | 03/2023 |
| New York Life Insurance Company | San Jose | CA | 06/2019 | 10/2019 |
| A10 Networks | San Jose | CA | 11/2016 | 05/2019 |
| Dynavisor Inc | Milpitas | CA | 11/2015 | 02/2018 |
| Nylife Securities Llc | San Jose | CA | 08/2019 | 10/2019 |
| Missionsquare Investment Services | Washington | DC | 04/2023 | 09/2023 |
| Missionsquare Retirement | Washington | DC | 04/2023 | 09/2023 |
| New York Life Insurance Company | San Ramon | CA | 11/2023 | 08/2024 |
| Nylife Securities Llc | San Ramon | CA | 12/2023 | 08/2024 |
| Pruco Securities Llc | Walnut Creek | CA | 08/2024 | 11/2024 |
| The Prudential Insurance Company Of America | Walnut Creek | CA | 09/2024 | Present |
| Lpl Enterprise, Llc | Walnut Creek | CA | 11/2024 | Present |
1) 05/01/2025-Syncrasy DBA TOGO's Baskin-Robbins-President/Owner-Business Owner-At Redwood City, CA-Start date 01/09/2020-80hrs/mth-10hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-20 |
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