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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-17 |
Branch Locations
2210 Encinitas Blvd. Ste. C, Encinitas, CA 92024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | San Diego | CA | 11/2019 | 07/2021 |
| Total Logistics Resources | Portland | OR | 08/2017 | 10/2019 |
| University Of Oregon | Eugene | OR | 08/2013 | 06/2017 |
| Dunham & Associates Investment Counsel, Inc. | San Diego | CA | 07/2021 | 09/2024 |
| Unemployed | San Diego | CA | 09/2024 | 01/2025 |
| Aefct | San Diego | CA | 01/2025 | Present |
| Lpl Financial | Encinitas | CA | 03/2025 | Present |
1) 03/17/2025 - Lifetime Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date:03/07/2025 - 100 Hrs/Mth - 100 Hrs During Trading. 2) 03/17/2025 - AEFCT - Outside/W-2 Employment - Not Investment Related- None - Start Date:01/02/2025 - 100 Hrs/Mth - 100 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-23 |
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