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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | San Diego | CA | 11/2021 | 08/2025 |
| National Senior Benefit Advisors | San Diego | CA | 10/2020 | 08/2021 |
| Aig Direct | San Diego | CA | 11/2016 | 10/2020 |
| Sprint | San Diego | CA | 01/2012 | 09/2016 |
| Lpl Financial Llc | San Diego | CA | 12/2025 | Present |
| Unemployed | Yuba City | CA | 08/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-22 |
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