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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-04 |
Branch Locations
San Marino, CA • United States
3635 29Th St Se, Kentwood, MI 49512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-03 |
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