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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-13 |
Branch Locations
27067 Mcbean Parkway, Valencia, CA 91355 • United States
43704 15Th St. West, Lancaster, CA 93534 • United States
1201 Rancho Vista Blvd Ste A, Palmdale, CA 93551 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pasadena | CA | 10/2009 | 07/2018 |
| Bank Of America, Na | Pasadena | CA | 12/2009 | 07/2018 |
| Unemployed | Altadena | CA | 08/2018 | 11/2018 |
| Kay Jewelers | Est Covina | CA | 11/2018 | 01/2019 |
| Thorson Motor Center | Pasadena | CA | 01/2019 | 06/2019 |
| Unemployed | Altadena | CA | 06/2019 | 07/2019 |
| Ameriprise Financial Services, Inc | Pasadena | CA | 07/2019 | 04/2023 |
| Schoolsfirst Federal Cu | Valencia | CA | 05/2023 | Present |
| Lpl Financial | Valencia | CA | 06/2023 | Present |
1) 05/2023 - SchoolsFirst Investment Services - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 08/09/2023 - SchoolsFirst Retirement Planning - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start Date 07/24/2023 - 160 Hours Per Month/ 80 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-03 |
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