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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-24 |
| NY | RA | APPROVED | 2025-07-31 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
4 Hutton Centre Drive Ste 750, Santa Ana, CA 92707 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pachama, Inc. | New York | NY | 07/2024 | 06/2025 |
| Dandelion Energy, Inc. | New York | NY | 07/2022 | 07/2024 |
| Professional Fighters League, Llc | New York | NY | 02/2024 | 02/2024 |
| Forum Brands, Inc. | New York | NY | 02/2022 | 07/2022 |
| Centri Business Consulting, Llc | Brooklyn | NY | 02/2020 | 02/2022 |
| Kirschbaum Consulting, Llc | Arlington | VA | 12/2016 | 12/2022 |
| Quad Learning, Inc. | Washington Dc | DC | 03/2016 | 05/2017 |
| Innocove Llc | King Of Prussia | PA | 08/2020 | 03/2024 |
| Lpl Financial | New York | NY | 05/2025 | Present |
1)05/22/2025 - Meritage Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)05/22/2025 - Eric Reale - Business Entity For Tax Prep/Accounting/CPA - Inv Rel - New York, NY - Start: 05/2025 3)05/22/2025 - Pachama, Inc. - Assistant Controller - Non-Inv Rel - San Francisco, CA - Start: 07/20/2024 - 160 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-24 |
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