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Account
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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-17 |
| CA | RA | APPROVED | 2024-08-19 |
Branch Locations
1111A Wolfe Road, Cupertino, CA 95014 • United States
1705 El Camino Real Ste 275, Santa Clara, CA 95050 • United States
2910 Stevens Creek Blvd Ste 100, San Jose, CA 95128 • United States
308 N. Santa Cruz Ave, Los Gatos, CA 95030 • United States
321 Gellert Blvd, Daly City, CA 94015 • United States
50 W. San Fernando St Ste 275, San Jose, CA 95113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Koji Sake Lounge, Llc | San Jose | CA | 05/2007 | Present |
| Lpl Financial Llc | Gilroy | CA | 07/2023 | 03/2024 |
| Bank Of The West | San Jose | CA | 10/2015 | 03/2024 |
| Fidelity Investments | Campbell | CA | 03/2024 | 07/2024 |
| Bancwest Investment Services | San Jose | CA | 10/2015 | 07/2023 |
| Bmo | San Jose | CA | 08/2024 | Present |
| Lpl Financial, Llc | San Jose | CA | 08/2024 | Present |
1) 07/03/2024-BMO Investment Services-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s) 2) 07/03/2024-Koji Sake Lounge LLC-Business Owner-Manage restaurant on weekend evenings-Not Inv related-At San Jose, CA-Start date 05/01/2006-16hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-27 |
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