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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-01 |
| CA | RA | APPROVED | 2015-03-20 |
Branch Locations
4250 Executive Sq Ste 300 Ste 100, La Jolla, CA 92037 • United States
525 B Street Ste 100, San Diego, CA 92101 • United States
24034 Camino Del Avion, Monarch Beach, CA 92629 • United States
415 East Avenida Pico Ste. P, San Clemente, CA 92672 • United States
11622 El Camino Real Ste 200, San Diego, CA 92130 • United States
11375 El Camino Real, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | San Diego | CA | 03/2015 | Present |
| California Bank & Trust | San Diego | CA | 03/2015 | Present |
1. 8/3/2016 - CB&T Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/02/2016 - 40 Hours Per Month During Securities Trading. 2. 5/18/2017 - Zions Trust, N.A. - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Relationship Manager/Business Development Officer - Started 05/19/2015 - 5 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-20 |
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