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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-23 |
| CA | RA | APPROVED | 2025-05-15 |
Branch Locations
19195 Golden Valley Rd, Santa Clarita, CA 91387 • United States
16150 Sherman Way, Van Nuys, CA 91406 • United States
1880 Academy Dr, Los Angeles, CA 90012 • United States
5651 W Manchester Ave., Los Angeles, CA 90045 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Los Angeles | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Los Angeles | CA | 11/2016 | 07/2017 |
| Pruco Securities, Llc. | Sherman Oaks | CA | 02/2020 | 06/2022 |
| Prudential Insurance Company Of America | Sherman Oaks | CA | 02/2020 | 06/2022 |
| Muriel Siebert Financial | Beverly Hills | CA | 07/2017 | 01/2020 |
| Cuso Financial Services, Lp | San Diego | CA | 06/2022 | Present |
| Lpl Financial Llc | Los Angeles | CA | 05/2025 | Present |
1. 05/15/2025- Uber-Rideshare- Not INV Related- At San Francisco, CA- Start date 02/13/2019- 25 Hours Per Month 2. 05/15/2025- LAPFCU Investments & Retirement- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 05/16/2025- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-02 |
| S65 | Uniform Investment Adviser Law Examination | 1998-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-01 |
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