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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-18 |
| NE | RA | APPROVED | 2024-07-29 |
Branch Locations
5960 Vandervoort Dr.SUite 100, Lincoln, NE 68516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank N.A. | Irvine | CA | 11/2019 | 04/2021 |
| Jpmorgan Chase Bank Llc | Irvine | CA | 11/2019 | 04/2021 |
| Great Maple | Newport Beach | CA | 10/2018 | 08/2020 |
| Orange County Demolition | Anaheim | CA | 09/2018 | 09/2018 |
| Blooms Tavern | New York | NY | 06/2018 | 08/2018 |
| Restaurant Associates | New York | NY | 10/2017 | 08/2018 |
| Pier A Harbor House | New York | NY | 08/2017 | 06/2018 |
| The Mobile Catering Group | Pershore | 05/2011 | 08/2017 | |
| Sheffield Hallam University | Sheffield | 08/2015 | 06/2017 | |
| Russell's | Worcester | 09/2016 | 08/2017 | |
| Snooze | Orange | CA | 04/2021 | 11/2021 |
| Chapter One | Santa Ana | CA | 09/2021 | 11/2021 |
| Unemployed | La Habra | CA | 11/2021 | 03/2022 |
| Tcfg Wealth Management, Llc | Laguna Niguel | CA | 03/2022 | 07/2024 |
| Lpl Financial Llc | Lincoln | NE | 07/2024 | Present |
1) 07/2024 - Perspective Planning Partners / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2) 07/2024 - Catalyst / Outside/W-2 Employment / Inv Related / LINCOLN, NE / Start date 05/24/2024 - 30 Hrs per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-13 |
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