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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-01-10 |
| CA | RA | APPROVED | 2001-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Upland | CA | 01/2001 | Present |
| California Financial Partners, Inc. | Upland | CA | 02/2001 | 01/2023 |
(1) 09/12/08 - POMONA VALLEY HOSPITAL MEDICAL CENTER: DIRECTOR. (2) 03/08/2016 * 39 North LLC * Business Entity For Tax/Investment Purposes Only * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 01/01/16 * 1 HR/MO NOT DURING SECS TRDG HRS. (3) 3/7/2023 - Meristem Private Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/01/2023 - 200 Hours Per Month/8 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-19 |
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