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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-20 |
Branch Locations
205 East Carrillo St Suite 220, Santa Barbara, CA 93101 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
205 East Carrillo St Ste 220, Santa Barbara, CA 93101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Santa Barbara | CA | 06/2009 | 01/2026 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2026 |
| Lpl Financial Llc | Santa Barbara | CA | 01/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
1) 12/09/2025 - Shoreline Private Wealth Management / DBA LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 Total Hours per month - 160 Total Hours per month during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-26 |
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