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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-20 |
Branch Locations
10250 Constellation Blvd # 30 30Th Flr, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Porter Ranch Chevron | Porter Ranch | CA | 05/2018 | 08/2018 |
| Porter Ranch Chevron | Porter Ranch | CA | 05/2019 | 08/2019 |
| San Diego State University | San Diego | CA | 08/2017 | 05/2021 |
| Velox Clearing Llc | Anaheim | CA | 06/2021 | 12/2021 |
| Granada Hills Charter High School | Granada Hills | CA | 08/2013 | 05/2017 |
| Citibank, N.A. | Los Angeles | CA | 01/2022 | 06/2026 |
| Bmo Bank, N.A. | Los Angeles | CA | 06/2026 | Present |
| Lpl Financial Llc | Los Angeles | CA | 07/2026 | Present |
1. 07/2026 - BMO Bank - Financial Institution Duty - Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – Los Angeles CA 90067 – OBA Start Date: 07/07/2026 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name BMO Investment Services - Inv Rel - At Reported Business Location (s) - Start Date : 07/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-27 |
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