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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
9828 Garden Grove Blvd Suite 205, Garden Grove, CA 92844 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Turbo Air, Inc | Long Beach | CA | 12/2013 | 06/2017 |
| Jp Morgan Securities Llc | La Mirada | CA | 07/2017 | 07/2021 |
| Jp Morgan Chase Bank | La Mirada | CA | 07/2017 | 07/2021 |
| The Prudential Insurance Company Of America | Irvine | CA | 04/2022 | Present |
| Pruco Securities | Irvine | CA | 04/2022 | 11/2024 |
| First Financial Credit Union | Pasadena | CA | 01/2022 | 03/2022 |
| Unemployed | Whittier | CA | 07/2021 | 01/2022 |
| Lpl Enterprise, Llc | Irvine | CA | 11/2024 | Present |
1) 11/26/2025-Prudential Sponsored Non-Variable Insurance-Agent-Non-Variable Insurance/Insurance Agency-Inv related-At Garden Grove, CA-160hrs/mth-160hrs/mth during trading 2) 03/26/2026-SummitWise Financial Group-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 03/24/2026-120hrs/mth-120hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-30 |
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