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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Sacramento | CA | 06/2022 | 08/2024 |
| Wells Fargo Bank, Na | Sacramento | CA | 08/2018 | 08/2024 |
| Chipotle Mexican Grill | Sacramento | CA | 03/2014 | 08/2018 |
| Lpl Financial | Sacramento | CA | 06/2026 | Present |
| California State University | Sacramento | CA | 08/2024 | 12/2025 |
| Unemployee | Sacramento | CA | 12/2025 | 06/2026 |
1. 6/2026 - Haskin Private Wealth Advisors - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 6/18/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-30 |
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