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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-12 |
| CA | RA | APPROVED | 2022-11-03 |
Branch Locations
3850 Vine St, Ste 100A, Riverside, CA 92507-4268 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Washington | Seattle | WA | 09/2019 | 06/2022 |
| Crafton Hills College | Yucaipa | CA | 01/2017 | 06/2019 |
| Arrowhead Orthopedics | Redlands | CA | 09/2016 | 06/2019 |
| Outdoor Journeys | Angeles Oaks | CA | 05/2016 | 09/2016 |
| Lpl Financial Llc | Riverside | CA | 08/2022 | Present |
1- 8/2022 / Planable Wealth / DBA for LPL Business (entity for LPL business) / Investment Related / Riverside, CA 2- 3/7/2023 - No Business Name - Not Investment Related - Outside/W-2 Employment - High School Football Referee - Start Date - 08/01/2022 - 24 Hours Per Month/0 Hours During Securities Trading 3- 09/21/2023 - Other - Beneficiary - Not Investment Related - At Reported Business Location(s) - Start Date 08/01/2023 - 1 Hour Per Month/0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-17 |
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