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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 |
Branch Locations
3333 Michelson Drive Suite 820, Irvine, CA 92612 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Irvine | CA | 04/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Irvine | CA | 11/2016 | 03/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Costa Mesa | CA | 03/2019 | 11/2021 |
| Ups | Aliso Viejo | CA | 11/2018 | 03/2019 |
| Bank Of America, N.A. | Costa Mesa | CA | 04/2019 | 11/2021 |
| Equitable Advisors Llc | New York | NY | 11/2021 | 08/2023 |
| The Prudential Insurance Company Of America | Irvine | CA | 08/2023 | Present |
| Pruco Securities Llc | Irvine | CA | 08/2023 | 11/2024 |
| Lpl Enterprise, Llc | Irvine | CA | 11/2024 | Present |
Holds Real Estate License - Not in Use
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-24 |
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