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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-09-22 |
| CA | RA | APPROVED | 2013-12-09 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
Friday Harbor, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | San Diego | CA | 11/2013 | Present |
1. 08/31/2015 - CREATIVE INFLUCENCE - TAX PREP/ACCOUNTING/CPA - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 08/13/2015 - 10 HRS/MO NOT DURING SECS TRDG HRS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-07-07 |
| S65 | Uniform Investment Adviser Law Examination | 2008-11-24 |
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