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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-17 |
| CA | RA | APPROVED | 2024-11-04 |
Branch Locations
18022 Culver Drive, Irvine, CA 92612 • United States
San Clemente, CA • United States
3931 S Bristol St, Santa Ana, CA 92704 • United States
11051 Beach Blvd, Stanton, CA 90680 • United States
14477 Culver Drive, Irvine, CA 92604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Newport Beach | CA | 08/2015 | 01/2024 |
| Unemployed | Irvine | CA | 02/2024 | 10/2024 |
| Lpl Financial Llc | Irvine | CA | 11/2024 | Present |
| Bmo Harris Bank | Irvine | CA | 11/2024 | Present |
1- 10/2024 / BMO Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-04 |
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