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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-08-03 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
21 Bellwether Way Ste 107, Bellingham, WA 98225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Marine Corps | Washington | DC | 10/2016 | 06/2021 |
| Columbia University | New York | NY | 09/2021 | 05/2022 |
| N.T. Designs | Oyster Bay | NY | 05/2022 | 09/2022 |
| Hofstra University | Hempstead | NY | 09/2022 | 05/2024 |
| Hofstra Business Consulting Group | Hempstead | NY | 09/2022 | 05/2023 |
| Webhouse Inc. | Garden City | NY | 01/2023 | 07/2024 |
| Lpl Financial (Dba: Transformational Advisory Group) | Bellingham | WA | 08/2024 | Present |
| Chicken Delight | Hillsdale | NJ | 01/2016 | 10/2016 |
| Unemployed | San Diego | CA | 06/2021 | 09/2021 |
1. 02/26/2026 - Transformational Advisory Group - DBA for LPL Business (entity for LPL business)- Investment Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - Start Date 08/05/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-31 |
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