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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-10 |
Branch Locations
50 W. San Fernando St Ste 275, San Jose, CA 95113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moss Adams | Campbell | CA | 08/2024 | 05/2025 |
| Moss Adams | San Jose | CA | 06/2023 | 08/2023 |
| Jamba | San Jose | CA | 01/2020 | 04/2020 |
| Santa Teresa High School | San Jose | CA | 06/2015 | 06/2020 |
| Unemployed | San Jose | CA | 06/2020 | 09/2020 |
| Uc Santa Cruz | Santa Cruz | CA | 09/2020 | 06/2023 |
| Unemployed | San Jose | CA | 08/2023 | 08/2024 |
| Bmo Harris Bank | San Jose | CA | 06/2025 | Present |
| Lpl Financial | San Jose | CA | 06/2025 | Present |
1. Start Date: 06/09/2025 - BMO INVESTMENT SERVICES - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading - time Spent: 0 2. 10/09/2025- JDA TSG Tax- Outside/W-2 Employment- INV Related- Home Based- Start date 01/26/2026- 15 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-10-18 |
| S65 | Uniform Investment Adviser Law Examination | 2024-09-28 |
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