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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | San Jose | CA | 05/2024 | 06/2024 |
| Unemployed | San Diego | CA | 12/2023 | 05/2024 |
| Atlan | 179804 | 07/2023 | 12/2023 | |
| Unemployed | San Diego | CA | 01/2023 | 07/2023 |
| Superb Ai | San Mateo | CA | 08/2021 | 01/2023 |
| Databricks | San Francisco | CA | 06/2017 | 07/2021 |
| Apttus | San Mateo | CA | 01/2016 | 06/2017 |
| Mlp Tax And Financial Services | San Jose | CA | 03/2025 | Present |
| Osaic Wealth, Inc. | San Jose | CA | 06/2024 | 02/2025 |
| Lpl Financial Llc | San Jose | CA | 09/2025 | Present |
1) 03/2025 - MLP AS Inc. / Business Entity For Tax/Investment Purposes Only / Tax Prep/Accounting/Bookkeeping / Non Inv Related / San Jose, CA 95110, USA / Start date 03/10/2025 - 5 hrs per month 2) 03/2025 - MLP TAX & FINANCIAL SERVICES, INC / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-25 |
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