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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-28 |
Branch Locations
1731 Technology Dr Suite 600, San Jose, CA 95110 • United States
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 |
|---|---|---|---|---|
| Unemployed | Walnut Creek | CA | 04/2015 | 06/2016 |
| Bank Of The West | Walnut Creek | CA | 06/2016 | 06/2017 |
| Bancwest Investment Services | Walnut Creek | CA | 06/2016 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pleasant Hill | CA | 06/2017 | 06/2024 |
| Lpl Enterprise Llc | Walnut Creek | CA | 02/2025 | Present |
| Bank Of America, N.A. | Walnut Creek | CA | 06/2017 | 06/2024 |
| Unemployed | Walnut Creek | CA | 07/2024 | 02/2025 |
1) 04/03/2025-Optimus Wealth Management-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 03/24/2025-160hrs/mth-120hrs/mth during trading 2)04/08/2025-Everlygreen Wealth LLC-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 04/03/2025-160hrs/mth-140hrs/mth during trading 3)05/27/2025-Mercor AI-Outside/W-2 Employment-Senior Domain Expert-Not Inv Related-At San Francisco,CA-Start date 05/23/2025-50hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-01 |
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