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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-23 |
Branch Locations
4370 La Jolla Village Drive Suite 310, San Diego, CA 92122-1250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Skycraft Roofing | Buena Park | CA | 10/2024 | 07/2025 |
| A. Preman Roofing | San Diego | CA | 07/2023 | 09/2024 |
| Unemployed | San Diego | CA | 06/2022 | 06/2023 |
| Bio-Reigns | Buena Park | CA | 10/2021 | 05/2022 |
| Emerald Street Capital | San Diego | CA | 08/2021 | Present |
| Infinitestream | San Diego | CA | 05/2016 | 01/2020 |
| I-Surance Insurance Services | San Diego | CA | 04/2011 | Present |
| Lpl Enterprise Llc | San Diego | CA | 11/2025 | Present |
1. 11/06/2025 - CHRISTOPHER MICHAEL GREGSON, N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - San Diego, CA - INV REL - Start Date 10/31/2025 - 160hrs/mth |160hrs during trading 2. 11/06/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - San Diego, CA - INV REL - Start Date 10/31/2025 - 160hrs/mth |160hrs during trading 3. 11/06/2025 - I-Surance Insurance Services / ISI - Business Entity For Tax/Investment Purposes Only - San Diego, CA - NOT INV REL - Start Date 04/29/2011 - 0hrs/mth | 0hrs during trading 4. 11/06/2025 - The Charles Helliwell and Laurel Helliwell Trust and Will - Act in a Fiduciary Capacity - Galloway, NJ - INV REL - Start Date 04/05/2021 - 0hrs/mth | 0hrs during trading 5. 06/29/2026 - Emerald Street Capital, LLC - Business Owner - Investment Related - San Diego, CA - Start Date 06/24/2026 - 10 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-23 |
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