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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-16 |
Branch Locations
2115 N Broadway, Santa Ana, CA 92706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | San Ramon | CA | 11/2021 | 03/2023 |
| Safeway | San Ramon | CA | 10/2015 | 02/2017 |
| Dublin Nissan | Dublin | CA | 02/2017 | 05/2019 |
| Leaf Filter | San Jose | CA | 05/2019 | 08/2019 |
| Dublin Nissan | Dublin | CA | 12/2019 | 03/2020 |
| Dublin Nissan | San Ramon | CA | 12/2020 | 11/2021 |
| Unemployed | San Ramon | CA | 03/2020 | 12/2020 |
| Unemployed | San Ramon | CA | 08/2019 | 12/2019 |
| California State University East Bay | Hayward | CA | 09/2016 | 05/2021 |
| Primerica | San Mateo | CA | 03/2020 | 12/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Berkeley | CA | 06/2024 | 02/2026 |
| Superior Court Of California, County Of Alameda | Oakland | CA | 11/2023 | 06/2024 |
| Unemployed | San Ramon | CA | 03/2023 | 11/2023 |
| Bank Of America, N.A. | Berkeley | CA | 08/2024 | 02/2026 |
| Schoolsfirst Federal Credit Union | Santa Ana | CA | 03/2026 | Present |
| Lpl Financial Llc | Santa Ana | CA | 04/2026 | Present |
1. 04/2026 - Andres Dela Torre Rental Property - Real Estate Rental - Investment Related - 01 Hrs/Mth - 00 Hrs During Trading - Fresno, CA 93722 - OBA Start Date: 10/01/2021 2. 04/16/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name SchoolsFirst Investment Services - Investment Related - At Reported Business Location(s) - Start Date: 04/2026 3. 07/02/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name SchoolsFirst Retirement Planning - Investment Related - At Reported Business Location(s) - Start Date 07/01/2026 - 160 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-09 |
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