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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-05-26 |
Branch Locations
Saint George, UT • United States
1600 W Hillsdale Blvd Ste 102, San Mateo, CA 94402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chen Financial Group, Llc | San Mateo | CA | 04/2006 | Present |
| Lpl Financial Llc | Saint George | UT | 09/2009 | Present |
1) 11/25/2025 - Chen Financial Group LLC / DBA LPL Business (entity for LPL business) Inv Related / At reported business location (s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-23 |
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