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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-16 |
Branch Locations
4700 Freeport Blvd Ste 150, Sacramento, CA 95822 • United States
7887 Walerga Rd, Antelope, CA 95843 • United States
121 N Sunrise Ave, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Safe Credit Union | Roseville | CA | 12/2004 | Present |
| Lpl Financial | Roseville | CA | 10/2019 | Present |
1- 02/2024 / SAFE Financial Services / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2- 02/2024 / Safe Credit Union / Financial Institution Duty / Investment Related / 0 hrs mth / 0 hrs during trading / Start date: 12/27/2004
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-30 |
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