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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | San Jose | CA | 09/2021 | 06/2022 |
| J.P. Morgan Securities Llc | San Jose | CA | 09/2021 | 06/2022 |
| First Republic Bank | San Francisco | CA | 02/2020 | 04/2021 |
| Sf Fire Credit Union | San Francisco | CA | 08/2019 | 02/2020 |
| Wells Fargo Securities | San Francisco | CA | 01/2019 | 08/2019 |
| Marist College | Poughkeepsie | NY | 08/2013 | 05/2018 |
| Alexander Wolfe Inc | San Francisco | CA | 09/2018 | 10/2018 |
| Valiant Goverment Services | San Francisco | CA | 09/2018 | 10/2018 |
| Unemployed | San Francisco | CA | 06/2018 | 08/2018 |
| Unemployed | San Francisco | CA | 11/2018 | 12/2018 |
| Unemployed | San Jose | CA | 05/2021 | 08/2021 |
| Unemployed | San Jose | CA | 07/2022 | 03/2023 |
| E*Trade Securities Llc | Temple Terrace | FL | 04/2023 | 08/2023 |
| Lpl Financial Llc | Port Richey | FL | 09/2023 | Present |
| Suncoast Credit Union | Tampa | FL | 09/2023 | Present |
1)11/22/2023 - SUNCOAST INVESTMENT SERVICES - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-14 |
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