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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-24 |
Branch Locations
16789 Bernardo Center Dr, San Diego, CA 92128 • United States
5900 Pasteur Ct Ste 150, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Vista | CA | 09/2023 | 06/2024 |
| Pfs Investments Inc. | Vista | CA | 03/2024 | 06/2024 |
| Qualicare | Oceanside | CA | 01/2023 | 10/2024 |
| Serendipity Sales | Carlsbad | CA | 08/2022 | 06/2023 |
| Pacific Backflow | Oceanside | CA | 11/2020 | 09/2022 |
| North Coast Church | Vista | CA | 01/2017 | 11/2020 |
| Chick-Fil-A | Oceanside | CA | 06/2014 | 12/2017 |
| Lpl Financial Llc | Carlsbad | CA | 06/2024 | Present |
1.06/17/2024; Qualicare; Outside/W-2 Employment; Not Investment Related; ; Start Date 01/01/2013; 80hrs/mth; hrs during trading 2.06/17/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Lucia Capital Group; Investment Related; at Reported Business Location(s); Start Date 06/17/2024; 160hrs/mth; 40hrs during trading 3.12/30/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Quotient Advisor Partners; Investment Related; at Reported Business Location(s); Start Date 01/01/2026; 80hrs/mth; 50hrs during trading 4.08/10/2026; Rinco Western (not a solidified business); Artist/ Musician; Not Investment Related; Vista,CA; Start Date 03/15/2026; 4hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-29 |
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