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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank, N.A. | Mission Viejo | CA | 02/2020 | 01/2025 |
| Jp Morgan Securities, Llc | Mission Viejo | CA | 02/2020 | 01/2025 |
| Jpmorgan Chase Bank, Na | Fountain Valley | CA | 09/2012 | 05/2018 |
| Jpmorgan Chase Bank, Na | Huntington Beach | CA | 05/2018 | 02/2020 |
| Schoolsfirst Federal Cu | Santa Ana | CA | 01/2025 | Present |
| Lpl Financial Llc | Santa Ana | CA | 01/2025 | Present |
1)12/03/2024 - Schools First Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)12/03/2024 - John Andersen DBA John Andersen Properties - Real Estate Rental - Inv Rel - Santa Ana, CA - Start: 01/2015 - 1 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-16 |
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