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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aksia, Llc | San Diego | CA | 06/2020 | 01/2026 |
| Cabrillo Asset Management | San Diego | CA | 10/2018 | 05/2020 |
| Atlas Executive Consulting | San Diego | CA | 08/2018 | 10/2018 |
| Qfc Real Estate | San Diego | CA | 08/2017 | 08/2018 |
| Student At San Diego State University | San Diego | CA | 08/2014 | 05/2018 |
| Lpl Financial Llc | San Diego | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-12 |
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