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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walgreens | Clarence | NY | 08/2011 | 06/2017 |
| Habitat For Humanity Buffalo | Buffalo | NY | 06/2019 | 08/2019 |
| Homeless Alliance Of Wny | Buffalo | NY | 09/2019 | 06/2020 |
| Suny University At Buffalo | Buffalo | NY | 09/2018 | 06/2021 |
| Wedi | Buffalo | NY | 09/2020 | 06/2021 |
| Suny University At Buffalo, Americorps Eoc | Buffalo | NY | 10/2021 | 05/2022 |
| Stanford University | Stanford | CA | 06/2022 | 02/2025 |
| Stanford Federal Credit Union | Palo Alto | CA | 03/2025 | Present |
| Lpl Financial | Palo Alto | CA | 07/2025 | Present |
| Unemployed (Gap Year Between Undergrad And Grad School) | Buffalo | NY | 07/2017 | 09/2018 |
| Unemployed (Post-Graduation, Job-Searching) | Buffalo | NY | 06/2021 | 09/2021 |
| Student (University At Buffalo) | Buffalo | NY | 09/2018 | 06/2021 |
| Mariner Independent Advisor Network | Overland Park | KS | 01/2026 | Present |
1- Investment products and services are offered through LPL Financial LLC using the DBA/trade name Stanford Federal CU / Investment Related / 160 hrs mth / 8 hrs during trading / Start date: 03/03/2025 2- 07/2025 / Stanford Federal Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 3- 01/2026 - Stanford Federal Credit Union ,Investment related, Palo Alto, CA, Offering investment services through Mariner Independent Advisor Network, start date; 01/2026, 160 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-12 |
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