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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-20 |
| TX | RA | APPROVED | 2026-01-20 |
Branch Locations
1026 E Grand Ave, Arroyo Grande, CA 93420 • United States
75 Santa Rosa St, San Luis Obispo, CA 93405 • United States
2276 Broad St, San Luis Obispo, CA 93401 • United States
865 N Oak Park Blvd, Pismo Beach, CA 93449 • United States
899 W Grand Ave, Grover Beach, CA 93433 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2023 | 01/2026 |
| Bank Of America | Arroyo Grande | CA | 10/2020 | 07/2023 |
| Unemployed | Santa Maria | CA | 04/2020 | 10/2020 |
| Phaidon International | San Francisco | CA | 02/2019 | 03/2020 |
| Charles Mcmurray Co. | Sacramento | CA | 09/2018 | 02/2019 |
| Choice Advertising | Sacramento | CA | 10/2018 | 10/2018 |
| Sehlke Consulting Llc | Arlington | VA | 01/2017 | 08/2018 |
| Bevmo | Sacramento | CA | 07/2017 | 11/2017 |
| Bj's Restaurant | Sacramento | CA | 07/2017 | 04/2018 |
| Select Staffing Agency | Santa Maria | CA | 06/2013 | 09/2016 |
| Unemployed | Davis | CA | 09/2016 | 01/2017 |
| Lpl Financial Llc | Arroyo Grande | CA | 01/2026 | Present |
| Mechanics Bank | Arroyo Grande | CA | 01/2026 | Present |
1 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Mechanics Investment Services - Inv Related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-09 |
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