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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-02 |
| NV | RA | APPROVED | 2020-09-17 |
| CA | RA | APPROVED | 2020-09-01 |
Branch Locations
16789 Bernardo Center Dr, San Diego, CA 92128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of San Diego | San Diego | CA | 08/2016 | 07/2017 |
| Lucia Capital Group | San Diego | CA | 08/2017 | 05/2018 |
| Lucia Capital Group | San Diego | CA | 05/2018 | Present |
| Lpl Financial, Llc | San Diego | CA | 09/2020 | Present |
1. 09/01/2020 - LUCIA CAPITAL GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 100%/ SAN DIEGO, CA 2. 03/20/2024 - EnduraWealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2024 - 160 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-13 |
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