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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-18 |
| CA | RA | APPROVED | 2026-03-17 |
Branch Locations
10230 Paramount Boulevard, Downey, CA 90241 • United States
300 S Grand Ave, Los Angeles, CA 90071 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | South Pasadena | CA | 08/2014 | 09/2021 |
| Wells Fargo Clearing Services Llc | South Pasadena | CA | 01/2018 | 09/2021 |
| J.P. Morgan Securities Llc | Los Angeles | CA | 10/2021 | 10/2022 |
| Jpmorgan Chase Bank, N.A. | Los Angeles | CA | 10/2021 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 10/2022 | 03/2026 |
| Bank Of America, N.A. | Los Angeles | CA | 12/2022 | 03/2026 |
| Bmo Bank | Downey | CA | 03/2026 | Present |
| Lpl Financial Llc | Downey | CA | 03/2026 | Present |
1. 03/05/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name BMO Investment Services - Inv Rel - At Reported Business Location (s) - Start Date 3/04/2026 - 160 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-18 |
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