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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-23 |
Branch Locations
3333 Michelson Drive Suite 820, Irvine, CA 92612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Cruises | Newport Beach | CA | 10/2019 | Present |
| Tustin Ranch Golf Club | Tustin | CA | 06/2024 | 10/2025 |
| Oso Creek Golf Course | Mission Viejo | CA | 11/2025 | 11/2025 |
| Meadowlark Golf Club | Huntington Beach | CA | 11/2015 | 03/2020 |
| The Cocktail Concierge | Orange | CA | 06/2024 | Present |
| Northrop Grumman | San Diego | CA | 10/2021 | 08/2023 |
| Lpl Enterprise Llc | Irvine | CA | 02/2026 | Present |
| Uber | San Francisco | CA | 01/2026 | Present |
1. 02/26/2026 - Andre Yousefian N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Tustin, CA - INV REL - Start Date: 02/26/2026 - 160 Hrs/Mth - 160 Hrs During Trading 2. 02/26/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Tustin, CA - INV REL - Start Date: 02/26/2026 - 160 Hrs/Mth - 160 Hrs During Trading 3. 02/26/2026 - The Cocktail Concierge - Outside/W-2 Employment - Orange, CA - Not INV REL - Start Date: 06/19/2024 - 60 Hrs/Mth - 10 Hrs During Trading 4. 02/26/2026 - City Cruises - Outside/W-2 Employment - Newport Beach, CA - Not INV REL - Start Date: 10/19/2019 - 60 Hrs/Mth - 10 Hrs During Trading 5. 02/26/2026 - Uber - Rideshare - San Francisco, CA - Not INV REL - Start Date: 01/26/2026 - 60 Hrs/Mth - 10 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-22 |
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