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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-18 |
Branch Locations
13008 Harbor Blvd, Garden Grove, CA 92843 • United States
6828 W Katella Ave, Cypress, CA 90630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schoolsfirst Fcu | Tustin | CA | 05/2011 | Present |
| Cuna Brokerage Services, Inc | Waverly | IA | 08/2014 | Present |
| Lpl Financial Llc | Cypress | CA | 05/2022 | Present |
1. 05-18-2022 - SchoolsFirst Investment Services - Investment Related -At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 06-22-2022 - SchoolsFirst Retirement Planning - Investment Related -At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-21 |
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