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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-15 |
Branch Locations
16789 Bernardo Center Dr, San Diego, CA 92128 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lucia Securities, Llc | San Diego | CA | 10/2015 | Present |
| Lpl Financial, Llc | San Diego | CA | 09/2020 | Present |
1.09/28/2020; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Lucia Capital Group /; Investment Related; at Reported Business Location(s); Start Date 06/04/2020; 160hrs/mth; 8hrs during trading 2.01/04/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name LCG Financial Partners; Investment Related; at Reported Business Location(s); Start Date 01/03/2022; 80hrs/mth; 3hrs during trading 3.04/18/2023; Lucia Management Company; Other - Business Service Provider; Not Investment Related; at Reported Business Location(s); Start Date 05/13/2021; 30hrs/mth; 2hrs during trading 4.12/30/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Quotient Advisor Partners; Investment Related; at Reported Business Location(s); Start Date 12/22/2025; 15hrs/mth; 7hrs during trading 5.05/18/2026; The Club Amore; Business Owner; Not Investment Related; Encinitas,CA; Start Date 05/04/2026; 40hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-04 |
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