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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-22 |
Branch Locations
1731 Technology Dr Suite 600, San Jose, CA 95110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hitachi Vantara | Santa Clara | CA | 10/2018 | 09/2023 |
| Transamerica Financial Advisors, Inc | Alviso | CA | 01/2024 | 09/2024 |
| Hitachi Vantara Llc | Santa Clara | CA | 10/2018 | 10/2023 |
| Cardinal Health | Santa Clara | CA | 02/2017 | 09/2018 |
| Brocade Communication Inc | San Jose | CA | 12/2014 | 02/2017 |
| Glimpse Llc Dba Skylight | Pleasanton | CA | 10/2023 | Present |
| Vista Wealth Llc | Pleasanton | CA | 08/2022 | 11/2023 |
| Vista Wealth Llc | Pleasanton | CA | 02/2023 | 11/2023 |
| Reys Academy | Pleasanton | CA | 11/2022 | 08/2023 |
| Pruco Securities, Llc. | San Jose | CA | 09/2024 | 11/2024 |
| The Prudential Insurance Company Of America | San Jose | CA | 11/2024 | 11/2024 |
| Lpl Enterprise | San Jose | CA | 01/2025 | Present |
1) 12/19/2024 - Glimpse LLC dba Skylight - head of hardware manufacturing and procurement - Start date 10/09/2023 - San Francisco, CA - 160 hrs/mth 2) 12/19/2024 - family rental property - start date 05/15/2015 - Fremont, CA - 1 hr/mth - Investment related 3) 12/19/2024 - family rental property - start date 09/15/2021 - San Carlos, CA - 1 hr/mth - Investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-09-02 |
| S65 | Uniform Investment Adviser Law Examination | 2022-07-29 |
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