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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-09 |
Branch Locations
10604 N Trademark Pkwy #300, Rancho Cucamonga, CA 91730-1136 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Home Depot | Rancho Cucamonga | CA | 06/2022 | 08/2022 |
| Fedex Ground | Bloomington | CA | 09/2024 | 01/2025 |
| Lpl Financial | Rancho Cucamonga | CA | 04/2025 | Present |
| Unemployed | Rancho Cucamonga | CA | 01/2025 | 04/2025 |
| University Of California, Santa Barbara | Santa Barbara | CA | 09/2022 | 06/2024 |
| Chaffey Community College | Rancho Cucamonga | CA | 08/2020 | 05/2022 |
| Alta Loma High School | Rancho Cucamonga | CA | 08/2016 | 05/2020 |
| Unemployed | Rancho Cucamonga | CA | 05/2024 | 09/2024 |
1. 09/2025 - HORIZION WEALTH MANAGEMENT GROUP INC. - DBA for LPL Business (entity for LPL business) - Investment related - 00 Hrs/Mth - 00 Hrs During Trading - At Reported Business Location(s) - OBA start date: 10/21/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-11 |
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