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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-17 |
Branch Locations
1240 N Lakeview Ave Ste 175, Anaheim, CA 92807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Middle School | Ontario | CA | 08/2015 | 08/2018 |
| Norco High School | Norco | CA | 08/2018 | 06/2022 |
| Cowgirl Cafe | Norco | CA | 06/2020 | 07/2022 |
| Buffalo Wild Wings | Orange | CA | 09/2023 | 12/2023 |
| Cavalry Ambulance | Corona | CA | 07/2022 | 01/2025 |
| Hurley | Orange | CA | 02/2024 | 01/2025 |
| Public Legacy | Orange | CA | 01/2025 | 02/2025 |
| Lpl Financial | Anaheim | CA | 01/2025 | Present |
1. 07/2025 - RJR Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - 160 Hour(s) /Month - 5 Hour(s) During Trading - At reported business location(s) - OBA Start Date: 07/29/2025 2. 07/2025 - Salient Wealth Planning Group - DBA for LPL Business (entity for LPL business) - Investment related - 160 Hour(s) /Month - 5 Hour(s) During Trading - At reported business location(s) - OBA Start Date: 07/29/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-12 |
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