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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-14 |
| TX | RA | APPROVED | 2025-04-16 |
Branch Locations
1 E Foothill Blvd, Arcadia, CA 91006 • United States
250 W Colorado Blvd, Arcadia, CA 91007 • United States
4455 Arden Dr, El Monte, CA 91731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Claremont | CA | 10/2012 | 09/2021 |
| Morgan Stanley Smith Barney Llc | Claremont | CA | 09/2021 | 02/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2021 | 02/2025 |
| Foothill Federal Cu | Arcadia | CA | 04/2025 | Present |
| Lpl Financial Llc | Arcadia | CA | 04/2025 | Present |
1)03/31/2025 - Members Financial Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)03/31/2025 - Foothill Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-03-20 |
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