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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-04 |
| CA | RA | APPROVED | 2026-02-17 |
Branch Locations
23971 Lake Drive, Crestline, CA 92325 • United States
31485 Yucaipa Blvd Unit 1, Yucaipa, CA 92399 • United States
81 West Foothill Blvd, Upland, CA 91786 • United States
1001 West Broadway Street, Needles, CA 92363 • United States
1432 S Riverside Ave, Rialto, CA 92376 • United States
3699 Az-95 Ste 200, Bullhead City, AZ 86442 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Ontario | CA | 04/2023 | 02/2026 |
| U.S. Bank | Ontario | CA | 09/2021 | 10/2023 |
| The Habit Burger Grill | Upland/ La Verne | CA | 02/2021 | 09/2021 |
| Unemployed | Rancho Cucamonga | CA | 11/2020 | 02/2021 |
| Burgerim | Rancho Cucamonga | CA | 12/2018 | 10/2020 |
| Unemployed | Rancho Cucamonga | CA | 05/2013 | 11/2018 |
| Arrowhead Credit Union | Rialto | CA | 02/2026 | Present |
| Lpl Financial Llc | Rialto | CA | 02/2026 | Present |
1: 02/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Member Investment Program - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s). 2: 02/2026 - Notary - Inv Related - 5 Hours/Month - Rancho Cucamonga, CA - OBA Start Date: 04/24/2022.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-27 |
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