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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-01-05 |
| CA | RA | APPROVED | 2013-01-09 |
Branch Locations
1420 Kettner Blvd Ste 100, San Diego, CA 92101 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Lpl Financial Llc | San Diego | CA | 11/2008 | Present |
| Overland & Shanahan | San Diego | CA | 01/2016 | 04/2020 |
1. 03/03/2016 - NO BUSINESS NAME - INV REL -The rental is located at 2919 Upshur Street San Diego, CA 92106 - Outside/W-2 Employment - START 02/29/2016 - 5 HOURS PER MONTH - I am the property manager for a family rental house in San Diego. 2. 7/14/2021 - Align Planning LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 06/29/2021 - 160 Hours Per Month/8 Hours During Securities Trading. 3. 06/27/2023 - Aligned Financial Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 11/02/2021 - 160 Hour Per Month/6 Hours During Securities Trading 4. 10/01/2024 - Thornmint I - Real Estate Rental - San Diego, CA - Investment Related - Start Date 08/15/204 - 0 Hours Per Month./ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-21 |
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