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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-15 |
Branch Locations
123 Astronaut E S Onizuka St, Los Angeles, CA 90012 • United States
401 S. Glendora Ave., West Covina, CA 91790 • United States
11051 Beach Blvd, Stanton, CA 90680 • United States
3931 S Bristol St, Santa Ana, CA 92704 • United States
12976 Main St, Garden Grove, CA 92840 • United States
496 Long Beach Blvd, Long Beach, CA 90802 • United States
103 E Memory Lane, Santa Ana, CA 92705 • United States
7751 Westminster Ave, Westminster, CA 92683 • United States
6881 Warner Ave, Huntington Beach, CA 92647 • United States
17303 Carmenita Rd, Cerritos, CA 90703 • United States
1733 Ocean Ave Ste 110, Santa Monica, CA 90401 • United States
12545 Central Avenue, Chino, CA 91710 • United States
770 S Citrus Avenue, Covina, CA 91722 • United States
19006 Brookhurst Blvd, Huntington Beach, CA 92646 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Anaheim | CA | 03/2024 | 04/2025 |
| Prosperity Home Mortgage | Yorba Linda | CA | 01/2022 | 03/2024 |
| Wells Fargo | Chino Hills | CA | 06/2016 | 01/2022 |
| Cal Baptist University | Riverside | CA | 11/2017 | 08/2019 |
| Cal Baptist University | Riverside | CA | 11/2017 | 08/2019 |
| Bank Of America, N.A. | Anaheim | CA | 04/2024 | 04/2025 |
| Lpl Finanial Llc | Chino | CA | 04/2025 | Present |
| Bmo Harris Bank | Chino | CA | 04/2025 | Present |
1) 03/2025 - BMO INVESTMENT SERVICES / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-25 |
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