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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-11 |
Branch Locations
16789 Bernardo Center Dr, San Diego, CA 92128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| California Bank And Trust | San Diego | CA | 07/2016 | 01/2017 |
| Assured Wireless | San Diego | CA | 08/2017 | 05/2020 |
| Unemployed | San Diego | CA | 02/2017 | 08/2017 |
| Workway | San Diego | CA | 05/2020 | 06/2021 |
| Pbo Advisory Group | San Diego | CA | 02/2022 | 11/2023 |
| Lucia Captial Group | San Diego | CA | 11/2023 | Present |
| Lpl Financial Llc | San Diego | CA | 11/2023 | Present |
| Unemployed | San Diego | CA | 07/2021 | 01/2022 |
1- 02/2024 / Rental Property / Real Estate Rental / Investment Related / 4 hrs mth / 0 hrs during trading / Start date: 07/2023 2- 02/2024 / Lucia Capital Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 40 hrs during trading / At reported business location(s). 3- 01/12/2026 - Quotient Advisor Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 15 hours per month/ 7 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-10 |
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