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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-04 |
| CA | RA | APPROVED | 2025-05-15 |
Branch Locations
4012 Grand Ave, Chino, CA 91710 • United States
575 E Hospitality Ln, San Bernardino, CA 92408 • United States
8686 Haven Ave, Rancho Cucamonga, CA 91730 • United States
16944 S. Highland Ave, Fontana, CA 92336 • United States
1580 Industrial Park Ave, Redlands, CA 92374 • United States
31485 Yucaipa Blvd Unit 1, Yucaipa, CA 92399 • United States
81 West Foothill Blvd, Upland, CA 91786 • United States
6170 Hamner Ave, Eastvale, CA 91752-3121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arrowhead Credit Union | San Bernardino | CA | 11/2000 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 02/2015 | Present |
| Lpl Financial Llc | Rancho Cucamonga | CA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-05 |
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