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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-14 |
Branch Locations
1731 Technology Dr Suite 600, San Jose, CA 95110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Alviso | CA | 03/2024 | 07/2024 |
| World Financial Group, Inc. | Alviso | CA | 03/2024 | 08/2024 |
| Fusion Academy | San Mateo | CA | 03/2024 | 07/2024 |
| Encore Volleyball | Redwood City | CA | 12/2023 | Present |
| Tiger Sugar | Champaign | IL | 08/2023 | 12/2023 |
| Unemployed | San Mateo | CA | 05/2023 | 08/2023 |
| Barnard College | New York | NY | 08/2022 | 05/2023 |
| Zuckerman Institute | New York | NY | 06/2022 | 08/2022 |
| Unemployed | New York | NY | 08/2021 | 06/2022 |
| Encore Volleyball | Redwood City | CA | 01/2021 | 08/2021 |
| Avellino Labs | Menlo Park | CA | 05/2020 | 01/2021 |
| Unemployed | New York | NY | 08/2019 | 05/2020 |
| Peninsula Jewish Community Center | Foster City | CA | 06/2019 | 08/2019 |
| Bay Club Redwood Shores | Redwood City | CA | 05/2018 | 08/2019 |
| Dog Haus | Belmont | CA | 07/2018 | 08/2018 |
| Student | San Mateo | CA | 01/2014 | 07/2018 |
| Baize Life Science And Biotechnology Llc | San Mateo | CA | 05/2024 | Present |
| Conventus Holdings Corp. | San Francisco | CA | 06/2024 | Present |
| Pruco Securities, Llc. | San Jose | CA | 08/2024 | 11/2024 |
| Notre Dame High School Belmont | Belmont | CA | 08/2024 | Present |
| The Prudential Insurance Company Of America | San Jose | CA | 11/2024 | Present |
| Lpl Enterprise, Llc | San Jose | CA | 11/2024 | Present |
1. 06/23/2025 - Encore Volleyball Club - Coach/ Sports/ Fitness - Redwood City, CA - NOT INV REL - Start Date 12/18/2023 - 40hrs/mth 2. 09/09/2025- Baize Life Science Biotechnology LLC-Member-Business Owner-Inv related-At San Mateo, CA-Start date 07/23/2024-0hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-15 |
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