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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-05 |
| TX | RA | APPROVED | 2025-06-04 |
Branch Locations
1900 S Norfolk St Ste 350, San Mateo, CA 94403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | San Mateo | CA | 06/2015 | 06/2025 |
| Lpl Financial Llc | San Mateo | CA | 06/2025 | Present |
1. Start Date: 6/3/2025 - Balanced Approach LLC - DBA for LPL Business (entity for LPL business) - Investment Related - Castro Valley, CA 94546 - 170 Hrs/Mth - 8a-1p Hrs During Trading - time Spent: 100 2. Start Date: 6/3/2025 - Balanced Approach Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - Castro Valley, CA 94546 - 170 Hrs/Mth - 8a-1p Hrs During Trading - time Spent: 100 3. Start Date: 6/3/2025 - Balanced Approach Divorce - DBA for LPL Business (entity for LPL business) - Investment Related - Castro Valley, CA 94546 - 45 Hrs/Mth - 2 Hrs During Trading - time Spent: 20
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-12 |
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