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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-04 |
Branch Locations
31876 Del Obispo, San Juan Capistrano, CA 92675 • United States
943 Avenida Pico Ste 1, San Clemente, CA 92673 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Bank Of America, N.A. | Rancho Santa Margartia | CA | 08/2016 | 12/2017 |
| Merrill Lynch, Pierce, Fenner & Smith | Rancho Santa Margarita | CA | 08/2016 | 12/2017 |
| Jp Morgan Securities, Llc | Ladera Ranch | CA | 12/2017 | 02/2021 |
| Lpl Financial Llc | San Juan Capistrano | CA | 01/2023 | Present |
| Loandepot | Irvine | CA | 08/2021 | 12/2022 |
| Unemployed | Irvine | CA | 02/2021 | 08/2021 |
| Schoolsfirst Federal Credit Union | San Juan Capistrano | CA | 12/2022 | Present |
1)12/09/2022 - SCHOOLSFIRST INVESTMENT SERVICES - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-10 |
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