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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Laguna Niguel | CA | 11/2011 | 03/2019 |
| Jp Morgan Securities, Llc | Laguna Niguel | CA | 03/2019 | 02/2023 |
| Schools First Federal Credit Union | Tustin | CA | 02/2023 | Present |
| Lpl Financial Llc | Tustin | CA | 04/2023 | Present |
1- 06/2021 / Real Estate Rental / INVESTMENT RELATED / Ladera Ranch, CA - Start: 06/2021 - 2 Hr/Mth 2- 04/2023 / SchoolsFirst Investment Services / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / TUSTIN, CA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-24 |
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