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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-24 |
Branch Locations
1510 Fashion Island Blvd Ste 380, San Mateo, CA 94404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston University | Boston | MA | 04/2015 | 05/2020 |
| Unemployed | Woodside | CA | 05/2020 | 08/2020 |
| Spanish Ministry Of Education | Madrid | 08/2020 | 06/2021 | |
| Cfp Study | Woodside | CA | 10/2021 | 03/2022 |
| In2Deep Santa Monica | Santa Monica | CA | 06/2023 | 08/2023 |
| In2Deep Santa Monica | Santa Monica | CA | 06/2024 | 08/2024 |
| Unemployed | Woodside | CA | 08/2024 | 04/2025 |
| Lpl Financial Llc | San Mateo | CA | 04/2025 | Present |
| Unemployed | Woodside | CA | 06/2021 | 10/2021 |
| Unemployed | Woodside | CA | 08/2023 | 06/2024 |
| Unemployed | Woodside | CA | 03/2022 | 06/2023 |
1)04/08/2025 - SageCrest Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-21 |
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