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717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-08-08 |
| IL | RA | APPROVED | 2025-03-10 |
| AZ | RA | APPROVED | 2025-03-04 |
| AR | RA | APPROVED | 2025-02-27 |
| MT | RA | APPROVED | 2025-02-26 |
| MS | RA | APPROVED | 2025-02-25 |
| OR | RA | APPROVED | 2025-02-25 |
| GA | RA | APPROVED | 2025-02-24 |
| OK | RA | APPROVED | 2025-02-24 |
| ID | RA | APPROVED | 2025-02-21 |
| MI | RA | APPROVED | 2025-02-21 |
| CO | RA | APPROVED | 2025-02-20 |
| FL | RA | APPROVED | 2025-02-20 |
| HI | RA | APPROVED | 2025-02-20 |
| IN | RA | APPROVED | 2025-02-20 |
| MO | RA | APPROVED | 2025-02-20 |
| NV | RA | APPROVED | 2025-02-20 |
| NM | RA | APPROVED | 2025-02-20 |
| NC | RA | APPROVED | 2025-02-20 |
| PA | RA | APPROVED | 2025-02-20 |
| SD | RA | APPROVED | 2025-02-20 |
| UT | RA | APPROVED | 2025-02-20 |
| VT | RA | APPROVED | 2025-02-20 |
| VA | RA | APPROVED | 2025-02-20 |
| WA | RA | APPROVED | 2025-02-19 |
| CA | RA | APPROVED | 2025-02-03 |
| TX | RA | APPROVED | 2025-02-03 |
Branch Locations
717 N. Harwood Street Suite 3400, Dallas, TX 75201 • UNITED STATES
7777 Alvarado Rd. Suite 621, La Mesa, CA 91942 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | La Mesa | CA | 04/2016 | 02/2025 |
| Momentum Independent Network Inc. | La Mesa | CA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-29 |
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