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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-08 |
| TX | RA | APPROVED | 2024-08-08 |
Branch Locations
7561 Center Ave Ste 17, Huntington Beach, CA 92647 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Long Beach | CA | 05/2017 | 06/2024 |
| Anchor Loans | Calabasas | CA | 06/2016 | 04/2017 |
| Fred Jacobs Truck & Equipment, Inc. | Long Beach | CA | 01/2009 | 11/2016 |
| Lpl Financial | Huntington Beach | CA | 08/2024 | Present |
| Unemployed | Long Beach | CA | 07/2024 | 07/2024 |
1)08/05/2024 - Real Estate Rental - Owner - Inv Rel - Long Beach CA - Start: 09/2021 - 1 Hr/Mth 2)08/05/2024 - First Security Real Estate - Mortgage/Real Estate Services - Agent - Inv Rel - Long Beach, CA - Start: 03/2009 - 1 Hr/Mth 3) 10/01/2025- Vincent D. Jacobs Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 09/29/2025- 40 Hours Per Month- 40 Hours During trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-15 |
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