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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mission Bay High School | San Diego | CA | 05/2014 | 05/2018 |
| Mesa College | San Diego | CA | 05/2018 | 05/2020 |
| San Diego State University | San Diego | CA | 05/2020 | 08/2022 |
| Acceleration Capital | San Diego | CA | 07/2022 | 11/2022 |
| Unemployed | San Diego | CA | 11/2022 | 06/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2023 | 12/2025 |
| Northwestern Mutual Investment Services Llc | San Diego | CA | 07/2023 | 12/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2025 | 12/2025 |
| Lpl Financial Llc | San Diego | CA | 12/2025 | Present |
1. 11/2025 - Blue Bridge Wealth - Property and Casualty - Inv Related - 160 Hour(s)/Month - 120 Hour(s) During Trading - San Diego CA 92109 - OBA Start Date: 12/04/2025 2. 11/2025 - Blue Bridge Wealth Management - Non-Variable Insurance - Inv Related - 160 Hour(s)/Month - 120 Hour(s) During Trading - San Diego CA 92109 - OBA Start Date: 12/04/2025 3. 11/2025 - Blue Bridge Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 120 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 12/2/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-23 |
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