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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-28 |
Branch Locations
1211 Newell Ave. Suite 120, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Walnut Creek | CA | 02/2022 | Present |
| Amo Soccer Academy | Concord | CA | 01/2022 | Present |
| East Bay Wholesale Outlet | Concord | CA | 03/2021 | 11/2021 |
| The Jaz Team | Brentwood | CA | 02/2018 | Present |
| Full-Time Education | Clayton & Moraga | CA | 01/2007 | Present |
1) 07/2023 - Element Wealth Management / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 07/2023 - The Jaz Team / Outside/W-2 Employment / Not Investment Related / Brentwood, CA - Start 02/01/2018 -
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-27 |
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