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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2024-07-01 |
Branch Locations
12439 Poway Rd Suite D, Poway, CA 92064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 05/2017 | 08/2018 |
| Homemaker | San Diego | CA | 04/2016 | 05/2017 |
| Ameriprise Financial Services,Inc | San Diego | CA | 09/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | San Diego | CA | 03/2020 | 06/2024 |
| Lpl Financial Llc | San Diego | CA | 07/2024 | Present |
1. 07/01/2024 - Danielle V. Financial - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 6/20/2024 - 160 Hrs/Mo; 100 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-27 |
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