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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-03 |
| TX | RA | APPROVED | 2024-12-02 |
Branch Locations
42306 10Th Street West Suite A, Lancaster, CA 93534 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Co | Palmdale | CA | 05/2016 | 09/2019 |
| First Command | Fort Worth | TX | 09/2019 | 11/2019 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 11/2019 | 11/2021 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 11/2019 | 11/2021 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 11/2019 | 11/2021 |
| Scf Securities, Inc | Fresno | CA | 12/2021 | 12/2024 |
| Scf Investment Advisors, Inc | Fresno | CA | 12/2021 | 12/2024 |
| Lpl Financial Llc | Palmdale | CA | 12/2024 | Present |
1) 08/2024 - Kelly Financial Group / Non-Variable Insurance / Inv. Related / Lancaster, CA 93534 / Start date 12/01/2021 - 4 Hrs per month - 5 % Time Spent 2) 08/2024 - Kelly Financial Group / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 40 Hrs per month - 10% Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-21 |
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