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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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek | CA | 05/2017 | 12/2018 |
| Ashfield Capital Partners, Llc | San Francsico | CA | 09/2010 | 05/2017 |
| Bank Of America, N.A. | Walnut Creek | CA | 10/2017 | 12/2018 |
| Fred Alger & Company, Llc | New York | NY | 12/2018 | 01/2024 |
| Unemployed | Berkeley Heights | NJ | 02/2024 | 04/2024 |
| Defined Purpose Capital Llc | Jersey City | NJ | 05/2024 | 02/2025 |
| Laffer Tengler Investments, Inc. | Scottsdale | AZ | 03/2025 | 12/2025 |
| Lpl Financial | Walnut Creek | CA | 08/2026 | Present |
| Mechanics Bank | Walnut Creek | CA | 04/2026 | Present |
| Unemployed | Walnut Creek | CA | 12/2025 | 04/2026 |
1. “Investment products and services are offered through LPL Financial LLC using the DBA/trade name Mechanics Investment Services - Inv Rel - At Reported Business Location (s) - Start Date : 08/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-26 |
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