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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-04
  • MI RA
    APPROVED
    Since 2025-03-04

Branch Locations

San Marino, CA • United States

3635 29Th St Se, Kentwood, MI 49512 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Independent Contractor San Marino CA 01/2015 Present
Milken Community Schools Los Angeles CA 12/2021 05/2022
Lpl Financial San Marino CA 10/2024 Present
  • 01/2015 → Present
    Independent Contractor
    San Marino, CA
  • 12/2021 → 05/2022
    Milken Community Schools
    Los Angeles, CA
  • 10/2024 → Present
    Lpl Financial
    San Marino, CA
Other Businesses

1) 12/2024 - Big West Conference (BW) / Coach/Fitness/Sports/Referee / non inv related / Irvin, CA 92618 / Start date 01/01/2021 - 10 Hrs per month -1 % Time Spent 2) 12/2024 - Collegiate Water Polo Association (CWPA) / Coach/Fitness/Sports/Referee / non inv related / Bridgeport, PA 19405 / Start date 01/03/2003 - 5 Hrs per month -1 % Time Spent 3) 12/2024 - Western Water Polo Association (WWPA) / Coach/Fitness/Sports/Referee / non inv related / Fullerton, CA 92831 / Start date 12/01/2021 - 5 Hrs per month -1 % Time Spent 4) 12/2024 - South California Intercollegiate Athletic Conference (SCIAC) / Coach/Fitness/Sports/Referee / non inv related / Laguna Niguel, CA 92607 / Start date 12/01/2021 - 5 Hrs per month -1 % Time Spent 5) 12/2024 - Golden Coast Conference (GCC) / Coach/Fitness/Sports/Referee / non inv related / Scottsdale, AZ 85257 / Start date 12/01/2021 - 10 Hrs per month -1 % Time Spent 6) 12/2024 - West Coast Conference (WCC) / Coach/Fitness/Sports/Referee / non inv related / San Bruno, CA 94066 / Start date 08/01/2023 - 10 Hrs per month -1 % Time Spent 7) 12/2024 - Southern California Aquatics Federation (SCAF) / Coach/Fitness/Sports/Referee / non inv related / Start date 12/01/2021 - 5 Hrs per month -1 % Time Spent 8) 12/2024 - Mountain Pacific Sports Federation (MPSF) / Coach/Fitness/Sports/Referee / non inv related / San Luis Obispo, CA 93403 / Start date 01/01/2021 - 10 Hrs per month -1 % Time Spent 9) 12/2024 - National Collegiate Atheletic Association (NCAA) / Coach/Fitness/Sports/Referee / non inv related / Indianapolis, IN 46202 / Start date 01/03/2003 - 10 Hrs per month -2 % Time Spent 10) 12/2024 - USA Water Polo (USAWP) / Coach/Fitness/Sports/Referee / non inv related / Irvine, CA 92618 / Start date 07/01/2005 - 40 Hrs per month -2 % Time Spent 11) 12/2024 - Bridgepoint Wealth Management / DBA for LPL Business (entity for LPL business) / Inv Related / Kentwood, MI 49512 / Start date 12/18/2024 - 160 hrs per month - 100% Time Spent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-03
  • S66 Uniform Combined State Law Examination
    2025-03-03

View on SEC IAPD

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