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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asset Management Group | Chico | CA | 02/2024 | Present |
| Safeway | Chico | CA | 12/2021 | 02/2024 |
| Unemployed | Chico | CA | 10/2021 | 12/2021 |
| Wine Warehouse | Chico | CA | 08/2020 | 10/2021 |
| New Clairvaux Winery | Vina | CA | 06/2019 | 08/2020 |
| Bidwell Perk | Chico | CA | 10/2018 | 08/2019 |
| Peace Corps | Santo Domingo | 08/2018 | 09/2018 | |
| Csu Chico | Chico | CA | 08/2015 | 05/2018 |
| La Sagrada Familia School | Alicante | 10/2016 | 05/2017 | |
| Universidad De Alicante | Alicante | 09/2016 | 05/2017 | |
| Lpl Financial Llc | Chico | CA | 02/2025 | Present |
1) 02/15/2024 - Asset Management Group / DBA for LPL Business (entity for LPL business) Inv Related - at reported business location (s). Location: 2452 Lakewest Drive, Chico, CA. 95928. Title: Administrative Assistant to Financial Advisor. Hours per week: 40. Duties: scheduling appointments, administrative organizing/tasks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-08 |
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