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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-06 |
| CA | RA | APPROVED | 2010-02-22 |
Branch Locations
301 E Colorado Blvd Ste 850, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Pasadena | CA | 02/2010 | Present |
1. 11/16/2016 - Olson Investment Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/08/2016 - 1 Hour Per Month During Securities Trading. 2. 1/19/2017 - No Business Name - Investment Related - Home Based - Real Estate Rental - Started 03/10/2011 - 1 Hour Per Month/0 Hours During Securities Trading. 3. 05/30/2025 - Cavalier Associates - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:05/23/2025 - 1 Hour Per Month/1Hours During Securities Trading. 4. 01/20/2026 - Porter Investment Management Inc - Business Entity For Tax/Investment Purposes Only - CEO - Not Investment Related - At Reported Business Location(s) - Start Date 01/15/2026 - 160 hours per month/ 150 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-26 |
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