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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-03-29 |
Branch Locations
1111 Civic Drive, Walnut Creek, CA 94596 • United States
3640 Mt. Diablo Boulevard, Lafayette, CA 94549 • United States
4354 Town Center Blvd Ste 110, El Dorado, CA 95762 • United States
279 Arlington Ave, Kensington, CA 94707 • United States
343 Sansome St Ste 100, San Francisco, CA 94107 • United States
2690 Pinole Valley Rd, Pinole, CA 94564 • United States
439 Alvarado Street, Monterey, CA 93940 • United States
2301 Shattuck Avenue, Berkeley, CA 94704 • United States
1658 Fremont Boulevard, Seaside, CA 93955 • United States
1801 Solano Ave, Berkeley, CA 94707 • United States
345 Railroad Ave, Danville, CA 94526 • United States
700 Trancas Street, Napa, CA 94558 • United States
5401 South Main Street, Angels Camp, CA 95221 • United States
1999 Harrison St, Ste 100, Oakland, CA 94612 • United States
4100 Macdonald Ave, Richmond, CA 94805 • United States
4 W Richmond Ave, Point Richmond, CA 94801 • United States
904 Fourth St, San Rafael, CA 94901 • United States
307 Main Street Suite 200, Salinas, CA 93901 • United States
3190 Klose Way, Richmond, CA 94806 • United States
3884 San Pablo Dam Rd, El Sobrante, CA 94803 • United States
695 Railroad Avenue, Pittsburg, CA 94565 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Leandro | CA | 03/2013 | 07/2017 |
| Jpmorgan Chase Bank, N.A. | Danville | CA | 03/2013 | 01/2021 |
| J.P. Morgan Securities Llc | Danville | CA | 11/2018 | 01/2021 |
| Unemployed | San Ramon | CA | 01/2021 | 02/2021 |
| Fremont Bank | Livermore | CA | 02/2021 | 04/2021 |
| Unemployed | San Ramon | CA | 04/2021 | 09/2021 |
| Lpl Financial, Llc | Walnut Creek | CA | 09/2021 | Present |
9/2021 - DBA for LPL Business (entity for LPL business) - Mechanics Investment Services - Investment Related - Walnut Creek, CA 94596
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-13 |
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