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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-09 |
Branch Locations
9590 Foothill Blvd 2Nd Floor, Rancho Cucamonga, CA 91730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmnorgan Chase Bank Na | Los Gatos | CA | 10/2010 | 02/2023 |
| J.P. Morgan Securities Llc | Los Gatos | CA | 10/2012 | 02/2023 |
| Fidelity Investments | Rancho Cucamonga | CA | 03/2023 | 11/2024 |
| Unemployed | Glendora | CA | 11/2024 | 06/2025 |
| Lpl Financial Llc | Rancho Cucamonga | CA | 06/2025 | Present |
| California Bank And Trust | Rancho Cucamonga | CA | 06/2025 | Present |
1) Start date: 6/9/2025 - CB&T Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading - time Spent: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-15 |
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