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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-09 |
Branch Locations
670 Lincoln Ave, San Jose, CA 95126 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 08/2018 | 08/2020 |
| Adecco Inc | Santa Clara | CA | 03/2018 | 07/2018 |
| Google Inc Via Adecco Inc | Mountain View | CA | 03/2017 | 02/2018 |
| Leeco Inc. | San Jose | CA | 03/2016 | 02/2017 |
| Claremont Graduate University | Claremont | CA | 08/2008 | 08/2016 |
| Jp Morgan Chase Bank, N.A. | San Jose | CA | 08/2020 | 10/2022 |
| Jp Morgan Securities, Llc | San Jose | CA | 08/2020 | 10/2022 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 10/2022 | 11/2025 |
| Cefcu | San Jose | CA | 03/2026 | Present |
| Lpl Financial Llc | San Jose | CA | 03/2026 | Present |
| Unemployed | San Jose | CA | 11/2025 | 03/2026 |
| Bank Of America, N.A. | San Jose | CA | 08/2018 | 08/2020 |
1. "Investment products and services are offered through LPL Financial LLC using the DBA/trade name CEFCU Investment Services- Inv Rel - At Reported Business Location (s) - Start Date :03/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-01 |
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