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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Big Canyon Country Club | Newport Beach | CA | 04/2016 | 07/2017 |
| Vasayo | Pleasant Grove | UT | 11/2016 | 02/2023 |
| Lgcy Power | San Diego | CA | 05/2018 | 12/2021 |
| Vivall Group | San Diego | CA | 10/2021 | Present |
| Lpl Financial | Meridian | ID | 06/2025 | Present |
1- 06/2025 / Vivall Group / Outside/W-2 Employment / NON INVESTMENT RELATED / 6 HRS MNTH / START 10/21/2021 2- 06/2025 / Granite Financial Management / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / 160 HRS MNTH / START 08/01/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-16 |
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