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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-18 |
Branch Locations
7777 Fay Avenue Suite 305, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | La Jolla | CA | 05/2024 | Present |
| The Vant Group | Dallas | TX | 01/2024 | 05/2024 |
| Lpl Financial | San Diego | CA | 05/2023 | 08/2023 |
| R.J. Kates Company | San Diego | CA | 05/2022 | 08/2022 |
| Pacific Maritime Industries | San Diego | CA | 05/2021 | 08/2021 |
| Baylor University | Waco | TX | 08/2021 | 05/2024 |
| The Bishop's School | San Diego | CA | 08/2017 | 05/2021 |
| Bernardo Heights Middle School | San Diego | CA | 08/2014 | 08/2017 |
1) 07/25/2024 - Marine Street Financial - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 200 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-17 |
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