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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-21 |
Branch Locations
Granada Hills, CA • United States
18700 Ventura Blvd, Ste 110, Tarzana, CA 91356 • United States
10324 Mason Ave, Chatsworth, CA 91311 • United States
10064 Riverside Dr, Toluca Lake, CA 91602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wescom Financial Services, Llc | Pasadena | CA | 04/2011 | 08/2017 |
| California Credit Union | North Hollywood | CA | 08/2017 | 07/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 08/2017 | 07/2021 |
| Ameriprise Financial Services, Llc | Pasadena | CA | 08/2021 | 08/2023 |
| Lpl Financial Llc | Chatsworth | CA | 08/2023 | Present |
| Logix Federal Credit Union | Chatsworth | CA | 08/2023 | Present |
1) 08/2023 - LOGIX FEDERAL CREDIT UNION / Financial Institution Duty / Inv Related / Valencia, CA / Start date 08/21/2023 - 80 Hrs per month 2) 08/2023 - Logix Financial Services / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-06 |
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