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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-08 |
Branch Locations
6547 E Pacific Coast Highway, Long Beach, CA 90803 • United States
15455 San Fernando Missn Blvd Ste 100, Mission Hills, CA 91345 • 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 |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Montebello | CA | 10/2013 | 09/2023 |
| Jp Morgan Securities Llc | Montebello | CA | 01/2018 | 09/2023 |
| Nuvision Credit Union | Long Beach | CA | 09/2024 | Present |
| Lpl Financial | Long Beach | CA | 08/2025 | Present |
| Intrinsic Holdings Llc | Pico Rivera | CA | 10/2023 | 09/2024 |
1) 08/07/2025 - Nuvision Retirement & Investment Services - Investment Related - DBA for LPL Business (entity for LPL business) - At reported business location (s) - 0 Hrs/Mth - 0 Hrs During Trading. 2) 08/07/2025 - NUVISION CREDIT UNION - Investment Related - Financial Institution Duty - At reported business location (s) - Start Date:09/29/2024 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-15 |
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