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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-10-18 |
| TX | RA | APPROVED | 2022-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Elk Grove | CA | 10/2014 | 06/2018 |
| Raymond James Financial Services, Inc. | Lodi | CA | 06/2018 | 10/2022 |
| Raymond James Financial Services Advisors Inc. | Lodi | CA | 06/2018 | 10/2022 |
| Aig | Lodi | CA | 07/2018 | 09/2019 |
| Frizzie Farms | Acampo | CA | 01/2019 | Present |
| Katelyn Mesa Dba Katelyn Mesa (Mary Kay Consultant) | Acampo | CA | 10/2009 | Present |
| Lpl Financial | Lodi | CA | 10/2022 | Present |
1- 01/2019 / Frizzie Farms / Business / Non Investment Related / 10 HRS PER MNTH/Zero HRS During Trading-Time Spent 5%/ ACAMPO CA 2- 11/09/2023 - SB Planning, Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/22/2018 - 0 Hours Per Month/ During Trading 3- 02/26/2025 - Kate Frizzie Financial Corp - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024- 40 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-05 |
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