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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-03 |
| CA | RA | APPROVED | 2022-12-06 |
Branch Locations
555 W Beech St Ste 458, San Diego, CA 92101-2940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | San Diego | CA | 02/2022 | Present |
| Examworks, Llc | Seattle | WA | 04/2019 | 02/2022 |
| Examworks, Llc | Portland | OR | 09/2018 | 04/2019 |
| Examworks, Llc | Portland | OR | 09/2017 | 09/2018 |
| Maurices | Clackamas | OR | 01/2017 | 09/2017 |
| Oregon Institute Of Technology | Klamath Falls | OR | 09/2013 | 12/2016 |
1- 10/25/2022 - Notary Public - Investment Related - San Diego, CA - Start Date: 05/20/2022 - 1 Hrs/Mth - 0 Hrs During Trading. 2- 12/15/2023 - Poseidon Security Firearms Training - Outside/W-2 Employment - Not Investment Related - Home Based - Start Date 12/12/2023 - 1 Hour Per Month/ 0 Hours During Trading 3- 12/06/2024 - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 06/24/2024 - 3 hours per month/ during trading 4) 07/22/2025 - La Mesa School District, San Diego School District, Encinitas School District - Not Investment Related - Other - Volleyball Coach - San Diego - Start Date:09/01/2025 - 10 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-30 |
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