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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2021-04-29 |
| TX | RA | APPROVED | 2021-04-29 |
Branch Locations
6565 America Parkway Ste 200, Albuquerque, NM 87110 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
6565 Americas Parkway Suite 200, Albuquerque, NM 87110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Albuquerque | NM | 09/2014 | 04/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 04/2021 |
| Lpl Financial, Llc | Albuquerque | NM | 04/2021 | Present |
1) 4/2021 - DBA for LPL Business (entity for LPL business) - Square 72 Investments - Investment Related - Albuquerque, NM 87110 2) 4/2021 - DBA for LPL Business (entity for LPL business) - S72 - Investment Related - Albuquerque, NM 87110
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-16 |
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