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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Irvine | CA | 03/2024 | Present |
| Kaylee's Mobile Notary | San Juan Capistrano | CA | 04/2023 | 03/2024 |
| Optimize Financial | Laguna Hills | CA | 09/2022 | 10/2023 |
| Engineered Structures Inc. | Meridian | ID | 02/2021 | 08/2022 |
| Skywest Airlines | St. George | UT | 07/2019 | 02/2021 |
| Bob Electric | Newport Beach | CA | 09/2018 | 04/2019 |
| Robertson Electric | Nampa | ID | 07/2017 | 08/2018 |
| Oceans Church | San Juan Capistrano | CA | 04/2019 | 06/2019 |
| Redline Signs 'n Graphics | Boise | ID | 07/2014 | 07/2017 |
1. 06/18/2025- Tryon & Co.- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 06/04/2025 2. 06/17/2025- Tryon & Co.- Non-Variable Insurance - Inv Rel- At Reported Business Location (s)- Start Date 06/12/2025 3. 06/18/2025- Kaylee's Mobile Notary- Notary- Inv Rel- San Juan Capistrano, CA 92675- Start Date 04/10/2023 - 0 hours per month/ during trading 4. 08/20/2025 - STARCARE - DBA for LPL Business (entity for LPL business) - At reported business location(s) - Inv Rel - Start date: 08/18/2025 - 5hrs/mnth 1hr during Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2026-04-21 |
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