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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-03-02 |
| TX | RA | APPROVED | 2022-03-01 |
Branch Locations
1737 N First Street, Ste 270, San Jose, CA 95112 • United States
San Jose, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 10/2017 | 02/2022 |
| Unemployment | Santa Clara | CA | 08/2017 | 10/2017 |
| Law Office Of Shahram Miri | Campbell | CA | 09/2016 | 08/2017 |
| Dynamo Pr | Redwood City | CA | 04/2017 | 07/2017 |
| Bank Of America, N.A. | San Jose | CA | 05/2018 | 02/2022 |
| Lpl Financial Llc | San Jose | CA | 03/2022 | Present |
1) 3/2022- Lifestyle Financial Services- DBA for LPL Business (entity for LPL business)- inv. related- San Jose,CA 2) 3/2022- Lifestyle Financial Services- Non-Variable Insurance- Agent selling Life, Health, and Disability -inv. related- San Jose, CA- start date 2018 3) 07/01/2026- Monk Futures LLC- Real Estate Rental- Investment Related - San Jose, CA - Start Date 12/01/2025 - 5 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-31 |
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