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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-02 |
Branch Locations
490 Chadbourne Road Ste A 112, Fairfield, CA 94534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2018 | 05/2023 |
| University Of California Berkeley Extension | Berkeley | CA | 01/2013 | 04/2019 |
| Bay Area Education Support System | Piedmont | CA | 11/2013 | 02/2018 |
| Lpl Financial Llc | Dixon | CA | 05/2023 | Present |
1) 05/2023 - SDS Fine Art - Business Owner - Non-inv. Related - Dixon, CA - Owner - Start Date 03/01/2021 - 5hrs/month - 2% time spent 2) 12/09/2025-Shannon D. Schmidt, Tax Professional-Owner and Tax Preparer-Tax Prep/Accounting/CPA-Inv Related-At Dixon, CA-Start date 12/01/2025-30hrs/mth0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-20 |
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