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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-09 |
| TX | RA | APPROVED | 2025-04-09 |
Branch Locations
San Marcos, CA • United States
4707 Executive Dr, Suite 250, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City National Bank | Solana Beach | CA | 11/2015 | 04/2025 |
| Lpl Financial Llc | San Diego | CA | 04/2025 | Present |
1) 06/10/2025 - Not Investment Related - Real Estate Rental - Temecula, CA - Start Date:06/10/2025 - 3 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-01-22 |
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