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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-16 |
Branch Locations
943 Avenida Pico Ste 1, San Clemente, CA 92673 • United States
27120 Alicia Parkway, Laguna Niguel, CA 92677 • United States
31876 Del Obispo, San Juan Capistrano, CA 92675 • United States
26440 La Alameda St Ste 100, Mission Viejo, CA 92691 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schoolsfirst Federal Cu | Tustin | CA | 12/2021 | Present |
| Schoolsfirst Fcu | Irvine | CA | 01/2021 | 11/2021 |
| Schoolsfirst Fcu | Sacramento | CA | 07/2020 | 01/2021 |
| Wells Fargo Bank | Roseville | CA | 11/2017 | 07/2020 |
| University Of California, San Diego | La Jolla | CA | 09/2014 | 11/2017 |
| Lpl Financial Llc | Tustin | CA | 12/2021 | Present |
1- 12/2021 / SchoolsFirst Investment Services / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / TUSTIN, CA 2- 08/09/2023 - SchoolsFirst Retirement Planning - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start Date 07/24/2023 - 160 Hours Per Month/ 80 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-10 |
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