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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2025-11-04 |
Branch Locations
2553 1St Avenue North, St. Petersburg, FL 33713 • 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 | 02/2018 | 07/2022 |
| San Diego State University | San Diego | CA | 08/2017 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rancho Bernardo | CA | 06/2017 | 08/2017 |
| San Diego State University | San Diego | CA | 08/2016 | 06/2017 |
| Pacific Sotheby's International Realty | San Diego | CA | 03/2016 | 12/2016 |
| Bank Of America, N.A. | San Diego | CA | 07/2018 | 07/2022 |
| Fisher Investments | Tampa | FL | 02/2023 | Present |
| Unemployed | San Diego | CA | 07/2022 | 01/2023 |
| Lpl Financial Llc | Saint Petersburg | FL | 06/2024 | Present |
1) 06/2024 - JHJK Holdings LLC / Owner / Business Entity For Tax/Investment Purposes Only / Not Inv. Related / St. Petersburg, FL / Start date 02/25/2021 2) 06/2024 - Rental / Owner / Inv. Related / CA 92115 / Start date 11/01/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-24 |
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