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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vassar College | Poughkeepsie | NY | 08/2015 | 05/2019 |
| Pure Insurance | Chicago | IL | 06/2019 | 09/2025 |
| Stebel Financial Group | Encinitas | CA | 09/2025 | Present |
| Lpl Financial Llc | Encinitas | CA | 09/2025 | Present |
1. 09/2025 - Stebel Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 8 Hour(s) During Trading - ENCINITAS CA 92024 - OBA Start Date: 9/24/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-12 |
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