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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-11-19 |
| CA | RA | APPROVED | 1997-12-01 |
Branch Locations
7777 Fay Ave Ste 315, La Jolla, CA 92037-4325 • United States
San Diego, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | La Jolla | CA | 03/1992 | Present |
(1) 6/19/2021 - Sun Marine Holdings - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 8/29/2017 - 0 Hours Per Month/0 Hours During Securities Trading - Purchased a Yacht that was already owned by the LLC. (2) 02/05/2024 - Symbio Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/31/2023 - 200 Hours Per Month/ 8 Hours During Trading (3) 12/10/2024 - Jeff Nelson - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date: 06/26/2015 - 0 Hours Per Month/ 0 Hours During Trading. 4) 10/06/2025 - Aeon One - Investment Related - Real Estate Rental - At Reported Business Location(s) - Start Date:09/09/2025 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-07-30 |
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