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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
2105 S Bascom Ave Ste 376, Campbell, CA 95008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Campbell | CA | 12/2005 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Cupertino | CA | 01/2006 | 07/2021 |
| Idcd Llc | San Jose | CA | 10/2006 | 02/2021 |
| Persian Zoroastrians Organization | San Jose | CA | 07/2013 | 06/2017 |
| Weigh 2 Success | Cupertino | CA | 06/2017 | 02/2021 |
| Persian Zoroastrian Organization | San Jose | CA | 06/2019 | 07/2021 |
| Hayward Ca Rental Property | Hayward | CA | 02/2021 | 07/2021 |
| Salinas Ca Rental Property | Salinas | CA | 02/2021 | 07/2021 |
| Lpl Financial Llc | Campbell | CA | 07/2021 | Present |
1) 01/01/2022 - Real Estate Rental / 24517 2nd St Hayward / Investment Related / 1Hr/Mo 0Hrs/Mo During Trading / 24517 2nd St Hayward CA 94541 2) 07/21/2021 - DBA for LPL Business (entity for LPL business) / Sun Wealth Advisor / Investment Related / Campbell, CA 95008 3) 2010 - Real Estate Rental / Salinas, CA / Investment Related / 0Hrs/Mo During Trading / 19457 Mallory Canyon Rd, Salinas CA 93907 4) 2010 - Real Estate Rental / Hayward, CA / Investment Related / 0Hrs/Mo During Trading / 24739 2nd St Hayward, CA 94541 5) 07/31/2024 - Associates of Clifton Park - Non-Variable Insurance - Financial Advisor - Investment Related - At Reported Business Location(s) - Start Date 07/19/2024 - 1 Hour Per Month/ During Trading 6) 05/18/2026 - CRUMP - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/11/2026 - 2 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-10 |
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