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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-06 |
| CA | RA | APPROVED | 2015-03-10 |
Branch Locations
1420 Kettner Blvd Ste 100, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | San Diego | CA | 02/2015 | Present |
| Overland & Shanahan | San Diego | CA | 02/2015 | 02/2021 |
1. 03/24/2020 - Aligned Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/23/2020 - 160 Hours Per Month/6 Hours During Securities Trading 2. 8/17/2020 - Aligned Financial - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 09/01/2015 - 4 Hours Per Month/0 Hours During Securities Trading 3. 06/27/2023 - Aligned Financial Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 11/02/2021 - 160 Hour Per Month/6 Hours During Securities Trading 4. 03/28/2024 - Sidepod Gaming, LLC - Business Owner. - Owner - Not Investment Related - Chula Vista, CA - Start Date 03/07/2024 - 10 Hours Per Month/ 0 Hours During Trading 5) 08/05/2025 - Little Italy Pickleball Club - Not Investment Related - Only online. - Other - Business Owner - Start Date :07/31/2025 - 1 Hours Per Month/ 0 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-03 |
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