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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-24 |
| CA | RA | APPROVED | 2020-02-20 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
San Diego, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Tustin | CA | 08/2015 | 02/2020 |
| Td Ameritrade, Inc. | Carlsbad | CA | 02/2018 | 02/2020 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 02/2020 |
| Lpl Financial, Llc | San Diego | CA | 02/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-05 |
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