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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-04 |
Branch Locations
2245 Fenton Pkwy Ste 107, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Atlanta | GA | 01/2015 | 04/2026 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 04/2026 |
| Lpl Financial, Llc | San Diego | CA | 05/2026 | Present |
| San Diego County Credit Union | San Diego | CA | 05/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name SDCCU Investment Services - Inv Rel - At Reported Business Location (s) - Start Date : 04/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-07 |
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