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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-16 |
| TX | RA | APPROVED_RES | 2023-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 04/2007 | 05/2023 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 05/2007 | 05/2023 |
| Lpl Financial | Encinitas | CA | 05/2023 | Present |
1) 04/2023 - Stebel Financial Group LLC - DBA for LPL Business (entity for LPL business) - Inv. Related - Encinitas, CA - 160hrs/month - 100% time spent 2) 04/2023 - ETI - DBA for LPL Business (entity for LPL business) - Inv. Related - Encinitas, CA - 60hrs/month - 100% time spent 3) 04/2023 - San Diego Asset Management - Real Estate Rental - Inv. Related - Encinitas, CA 92024- Co-owner - Start Date 03/01/2017 - 1hr/month - 2% time spent 4) 04/2023 - San Diego Financial Group - Real Estate Rental - Inv. Related - Cardiff CA 92007- Owner - Start Date 03/01/2017 - 0hrs/month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-10-21 |
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