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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2022-04-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Modesto | CA | 10/2014 | Present |
(1) 12/11/2014 - GRANITE WEALTH MANAGEMENT -DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - GRANITE WEALTH MANAGEMENT - TIME SPENT 160 HOURS PER MONTH - MODESTO, CA (2) 11/16/2021 - Central Catholic High School - Not Investment Related - 200 S Carpenter Rd, Modesto, CA 95351 - Outside/W-2 Employment - Start Date: 01/12/2022 - 50 Hours Per Month/0 Hours During Securities Trading - Assistant Baseball Coach. (3) 07/13/2026 - Accountable Finance, Inc - Outside/W-2 Employment - Not Investment Related - San Francisco, CA - Start Date 07/15/2026 - 5 hours per month/ 2 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-20 |
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