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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
30210 Rancho Viejo Rd Ste C, San Juan Capistrano, CA 92675 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unionbanc Investment Services | Los Angeles | CA | 08/2013 | 07/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Irvine | CA | 02/2023 | 08/2023 |
| Unemployed | Aliso Viejo | CA | 07/2021 | 02/2023 |
| Lpl Financial Llc | San Juan Capistrano | CA | 08/2023 | Present |
1) 08/16/2023 - Revel Private Wealth LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month 8 Hr during trading 2) 06/25/2025 - 2EM LLC - Not Investment Related - Laguna Hills, CA - Other - Nail Salon - Start Date 04/14/2025 - 20 Hrs/Mth -0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-19 |
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