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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-12-01 |
| NV | RA | APPROVED | 2018-03-15 |
| CA | RA | APPROVED | 2018-02-14 |
Branch Locations
1005 Broadbeck Dr, Newbury Park, CA 91320 • United States
21520 Victory Blvd, Woodland Hills, CA 91367 • United States
2060 E Avenida De Los Arboles Ste B, Thousand Oaks, CA 91362 • United States
10324 Mason Ave, Chatsworth, CA 91311 • United States
18700 Ventura Blvd, Ste 110, Tarzana, CA 91356 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lgox Federal Credit Union | Woodland Hills | CA | 01/2016 | Present |
| Invest Financial Corporation | Tampa | FL | 01/2016 | 02/2018 |
| Lpl Financial Llc | Newbury Park | CA | 02/2018 | Present |
1. 02/14/2018 - Logix Financial Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Sales - Start Date 1/2016 - 5 Hours Per Month/5 Hours During Securities Trading - Life, LTC. 2. 03/14/2018 - Logix Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-19 |
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