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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-06 |
| CA | RA | APPROVED | 2022-10-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Arroyo Grande | CA | 07/2017 | 10/2022 |
| U.S. Bancorp Investments, Inc. | Arroyo Grande | CA | 08/2017 | 10/2022 |
| Rabobank, N.A. | Arroyo Grande | CA | 08/2014 | 07/2017 |
| Lpl Financial Llc | San Luis Obispo | CA | 10/2022 | Present |
| Coasthills Credit Union | Santa Maria | CA | 10/2022 | Present |
1) 09/27/2022 - Coast Hills Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - at Reported business location(S). 2)09/27/2022 - Coast Hills Credit Union - Financial Institution Duty/Sr. Financial Advisor - Investment related - SANTA MARIA, CA - start date: 10/03/2022 - 240 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-27 |
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