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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-27 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Las Vegas | NV | 02/2023 | 09/2024 |
| Comfort Inn & Suites | Murrieta | CA | 07/2016 | 06/2017 |
| Temecula Creek Inn | Temecula | CA | 06/2017 | 06/2018 |
| Bel Vino Winery | Temecula | CA | 04/2018 | 06/2018 |
| Wyndham Oceanside | Oceanside | CA | 06/2018 | 12/2018 |
| Salsas Cantina | Clovis | CA | 04/2019 | 10/2019 |
| Amazon Delivery On-Time Response Parcel (D.R.O.P) | Fresno | CA | 10/2019 | 03/2021 |
| Department Of Veterans Affairs | Fresno | CA | 10/2021 | 01/2023 |
| Fresno City College | Fresno | CA | 12/2018 | 04/2019 |
| Unemployed | Fresno | CA | 03/2021 | 10/2021 |
| Lpl Financial Llc | Kingsburg | CA | 09/2024 | Present |
1 - 08/2024 - Coddington Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-13 |
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