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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-11 |
| CA | RA | APPROVED | 2025-05-15 |
Branch Locations
3908 24Th St, San Francisco, CA 94114 • United States
3201 California St, San Francisco, CA 94118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Bank | San Francisco | CA | 10/2010 | 10/2016 |
| First Republic Securities Company | San Francisco | CA | 10/2010 | 10/2016 |
| U.S. Bank | San Francisco | CA | 07/2018 | 05/2021 |
| U.S. Bancorp Investments, Inc. | San Francisco | CA | 07/2018 | 05/2021 |
| Us Bank/ Elavon | San Francisco | CA | 01/2017 | 06/2018 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 05/2021 | 10/2022 |
| Wells Fargo Bank, Na | San Francisco | CA | 05/2021 | 10/2022 |
| Cuso Financial Services, Lp | San Diego | CA | 10/2022 | 05/2025 |
| Lpl Financial Llc | San Francisco | CA | 05/2025 | Present |
1. 05/15/2025- SF Fire Investment Services- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 05/16/2025- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-30 |
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