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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-07-15 |
| CA | RA | APPROVED | 2024-06-27 |
| TX | RA | APPROVED | 2024-06-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | San Diego | CA | 01/2016 | 10/2016 |
| Buddy's Diner | San Diego | CA | 10/2016 | 11/2016 |
| True Food Kitchen | San Diego | CA | 10/2016 | 01/2017 |
| Foresters Financial Services | San Diego | CA | 01/2017 | 10/2017 |
| Foresters Financial Services | San Diego | CA | 10/2017 | 06/2019 |
| Foresters Advisory Services | San Diego | CA | 01/2019 | 06/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | 06/2019 |
| Cetera Investment Advisers Llc | San Diego | CA | 06/2019 | 06/2019 |
| Td Ameritrade | San Diego | CA | 06/2019 | 12/2022 |
| Charles Schwab & Co., Inc. | San Diego | CA | 06/2022 | 03/2024 |
| Lpl Financial Llc | San Diego | CA | 03/2024 | Present |
1) 01/03/2025 - Sonora Guitar Intensive - Not Investment Related - Outside/W-2 Employment - Home Based - Start Date:12/23/2024 - 30 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-03 |
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