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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-27 |
Branch Locations
1211 Newell Ave. Suite 120, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Walnut Creek | CA | 08/2026 | Present |
| Tiktok | Danville | CA | 06/2023 | Present |
| San Ramon Valley High School | Danville | CA | 08/2017 | 06/2021 |
| Gonzaga University | Spokane | WA | 08/2021 | 05/2025 |
| Asconas Pizza | Danville | CA | 05/2019 | 09/2019 |
| Charlotte Wood Middle School | Danville | CA | 08/2015 | 06/2017 |
1. 8/2026 - Element wealth Management - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 100 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 8/19/2026 2. 8/2026 - Keyslul - Speaker/ Seminar/ Workshops - NOT INV REL - 30 Hour(s)/Month – 0 Hour(s) During Trading - Danville CA 94526 - OBA Start date: 06/01/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-15 |
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