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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 | 2024-11-14 |
Branch Locations
Los Angeles, CA • United States
15303 Ventura Boulevard Suite 1550, Sherman Oaks, CA 91403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2018 | 08/2023 |
| Los Angeles Unified School District | Los Angeles | CA | 11/2017 | 01/2018 |
| Siluria Technologies | San Francisco | CA | 07/2013 | 12/2016 |
| Unemployed | Los Angeles | CA | 01/2017 | 10/2017 |
| The Prudential Insurance Company Of America | Los Angeles | CA | 01/2024 | Present |
| Pruco Securities Llc | Los Angeles | CA | 01/2024 | 11/2024 |
| Unemployed | Los Angeles | CA | 08/2023 | 12/2023 |
| Lpl Enterprise, Llc | Sherman Oaks | CA | 11/2024 | Present |
1) 08/27/2024- Hands4Hope- Non-Profit Board Member- I have supported Hands4Hope with development of strategic planning document, as well as review of cash flow and review of financial considition each time we have a board meeting. I am not involved in the day to day operations however.- Not INV Related- At Los Angeles, CA- Start date 03/02/2020- 5 HRS MTH- 0 HRS During trading 2) 08/27/2024- Muirfield house- Real Estate Rental- Collect rent from tenant and coordinate any requested/necessary repairs. - Not INV Related- At Sherman Oaks, CA- Start date 11/02/2020- 5 HRS MTH- 0 HRS During trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-15 |
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