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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 05/2024 | 01/2025 |
| Fairmont Olympic Inn/Grand Del Mar | Seattle | WA | 07/2019 | 01/2025 |
| Escena Golf Club | Palm Springs | CA | 12/2018 | 07/2019 |
| Michael Stray Real Estate - Keller Williams | Palm Springs | CA | 03/2017 | 12/2019 |
| University Of San Diego | San Diego | CA | 09/2020 | 05/2022 |
| College Of The Desert | Palm Desert | CA | 08/2016 | 05/2020 |
| Lpl Financial Llc | San Diego | CA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-24 |
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