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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Bank | San Francisco | CA | 11/2022 | 06/2023 |
| First Republic Securities Company, Llc | San Francisco | CA | 05/2023 | 09/2023 |
| Wells Fargo | Concord | CA | 06/2006 | 06/2022 |
| Unemployed | Vallejo | CA | 06/2022 | 11/2022 |
| J.P. Morgan Securities Llc | San Francisco | CA | 09/2023 | 10/2024 |
| Jp Morgan Chase Bank, N.A. | San Francisco | CA | 10/2023 | 10/2024 |
| Citizens Securities, Inc. | San Francisco | CA | 10/2024 | 07/2026 |
| Citizens Bank | San Francisco | CA | 10/2024 | 07/2026 |
| Citizens Private Wealth | San Francisco | CA | 11/2024 | 07/2026 |
| Lpl Financial Llc | Sacramento | CA | 08/2026 | Present |
| Golden 1 Credit Union | Sacramento | CA | 07/2026 | Present |
1. “Investment products and services are offered through LPL Financial LLC using the DBA/trade name Golden 1 Investment Services - Inv Rel - At Reported Business Location (s) - Start Date : 08/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-21 |
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