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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-03 |
Branch Locations
401 N Main St Ste A, Santa Ana, CA 92701 • United States
1701 E St Andrew Place, Santa Ana, CA 92705 • United States
1721 E Saint Andrew Pl, Santa Ana, CA 92705 • United States
1469 S Harbor Blvd, Fullerton, CA 92832 • United States
17504 Yorba Linda Blvd, Yorba Linda, CA 92886 • United States
2390 E Orangewood Ave., Anaheim, CA 92806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Long Beach | CA | 08/2016 | Present |
| Orange County Credit Union | Long Beach | CA | 08/2016 | Present |
(1) 08/25/2016 - No Business Name - Investment Related - Victorville, CA - Real Estate Rental - OWNER - START 4/1/2008 - TIME SPENT 1% - Rental Property. (2) 08/25/2016 - Orange County's Retirement & Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). (3) 08/25/2016 - No Business Name - Investment Related - Victorville, CA - Real Estate Rental - OWNER - START 8/2009 - 1 Hour Per Month - Rental Property. (4) 07/07/2022 - Orange County's Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/06/2022 - 173 Hours Per Month/120 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-12 |
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