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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Newark | CA | 10/2022 | 09/2025 |
| Jpmorgan Chase Bank, N.A. | Newark | CA | 10/2022 | 09/2025 |
| Vn Home Health Care | San Jose | CA | 02/2022 | 06/2022 |
| Icon Plc. | Remote | CA | 02/2021 | 02/2022 |
| Kelly Services | Remote | CA | 06/2020 | 01/2021 |
| Uber | San Francisco Bay Area | CA | 04/2016 | 09/2017 |
| Cvs Pharmacy | Fremont | CA | 01/2017 | 06/2020 |
| Unemployed | Fremont | CA | 07/2022 | 09/2022 |
| Lpl Financial Llc | Cupertino | CA | 10/2025 | Present |
| Bmo Harris Bank | Cupertino | CA | 10/2025 | Present |
1)10/06/2025 - J&T Marketing Consultants - Owner - Inv Rel - Granger, TX - Start: 11/2025 - 20 Hr/Mth 2)10/06/2025 - BMO HARRIS BANK -Senior Premier Relationship Manager - Inv Rel - At Reported Business Locations - Start: 09/29/2025 3)10/06/2025 - 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)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-03 |
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