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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-29 |
| TX | RA | APPROVED | 2026-04-29 |
Branch Locations
30162 Tomas Ste 204, Rancho Santa Margari, CA 92688 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2018 | 04/2026 |
| Voyagers Bible Church | Irvine | CA | 10/2012 | 09/2017 |
| Foothills Church | Rancho Santa Margarita | CA | 01/2018 | 05/2019 |
| Bright Bear Technology | Irvine | CA | 10/2017 | 12/2017 |
| Lpl Financial | Rancho Santa Margarita | CA | 04/2026 | Present |
1.04/29/2026; Aaron Tucker; Artist/ Musician; Investment Related; Rsm,CA; Start Date 03/20/2026; 1hrs/mth; 0hrs during trading 2.04/29/2026; Aaron Tucker; Artist/ Musician; Investment Related; Rsm,CA; Start Date 03/20/2026; 1hrs/mth; 0hrs during trading 3.04/29/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Charvela Capital; Investment Related; at Reported Business Location(s); Start Date 03/20/2026; 200hrs/mth; 200hrs during trading 4.04/29/2026; Non-Variable Insurance - Charvela Capital; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 03/20/2026; 4hrs/mth; 4hrs during trading 5.05/29/2026; Aaron Tucker; Business Owner; Not Investment Related; Rsm,CA; Start Date 05/07/2026; 1hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-29 |
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