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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-12-01 |
| CA | RA | APPROVED | 2017-12-22 |
Branch Locations
5261 Hazel Ave, Fair Oaks, CA 95628 • United States
111 Ferrari Ranch Rd, Lincoln, CA 95648 • United States
1541 Blue Oaks Blvd. Ste 100, Roseville, CA 95747 • United States
7887 Walerga Rd, Antelope, CA 95843 • United States
Antelope, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Safe Credit Union | Sacramento | CA | 01/2015 | Present |
| Cvs/Pharmacy | Sacramento | CA | 05/2014 | 01/2017 |
| Lpl Financial Llc | Antelope | CA | 06/2017 | Present |
1) 06/26/2017 - SAFE Financial Services - DBA for LPL Business (entity for LPL business)- inv rel - at reported business location(s) 2) 10/10/2024 - Back Nine - Non-Variable Insurance - Producer - Investment Related - At Reported Business Location(s) - Start Date 09/16/2024 - 2 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-21 |
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