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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-08 |
| CA | RA | APPROVED | 2022-05-11 |
Branch Locations
1075 E Betteravia Road, Santa Maria, CA 93454 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| San Jose State University | San Jose | CA | 07/2014 | 06/2019 |
| Target Corp. | San Jose | CA | 03/2015 | 08/2018 |
| Aladdin Bail Bonds | San Luis Obispo | CA | 07/2019 | 12/2021 |
| Coasthills | Santa Maria | CA | 12/2021 | Present |
| Lpl Financial Llc | Santa Maria | CA | 01/2022 | Present |
1- 1/2022 / DBA for LPL Business (entity for LPL business) / Coast Hills Wealth Management / Investment Related / Santa Maria, CA 2- 04/2024 / No Business Name / Inv Related / At Reported Business Location(s) / Notary Public / Started: 12/18/2023 / 2 Hrs/Mo; 0 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-09 |
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