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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-10 |
| CA | RA | APPROVED | 2025-05-08 |
Branch Locations
4370 La Jolla Village Drive Suite 640, San Diego, CA 92122 • United States
4370 La Jolla Village Dr Ste 640, San Diego, CA 92122 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Wayzata | MN | 09/2017 | 10/2018 |
| Unemployed | Denver | CO | 09/2016 | 08/2017 |
| Rbc Capital Markets, Llc. | Minneapolis | MN | 10/2018 | 08/2019 |
| Rbc Capital Markets, Llc | La Jolla | CA | 11/2021 | 05/2025 |
| Unemployed | Santa Monica | CA | 09/2019 | 10/2021 |
| Lpl Financial Llc | La Jolla | CA | 05/2025 | Present |
1) 05/08/2025 - Arv Private Wealth - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s) - Start Date:05/08/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 2) 06/25/2025 - Forseti Enterprises LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At reported business location(s) - Start Date:05/08/2025 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-25 |
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