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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED | 2021-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fresno Unified School District | Fresno | CA | 10/2016 | 06/2017 |
| High-Tech Electric | Clovis | CA | 07/2017 | 12/2017 |
| Lpl Financial, Llc | Fresno | CA | 03/2018 | Present |
1. 12/20/2019 - CJS Investment Services - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 12/02/2019 - 2 Hours Per Month During Securities Trading - Pass through entity for LPL commissions for bookkeeping and tax purposes only. 2. 10/17/2022 - Brighton Investment Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/05/2020 - 0 Hours Per Month/0 Hours During Securities Trading. 3. 12/19/2022 - Brighton Investment Solutions - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 12/15/2022 - 40 Hours Per Month/40 Hours During Securities Trading 4. 02/01/2023 - BrightonSVP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/12/2023 - 40 Hours Per Month/10 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-20 |
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