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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-03-28 |
| CA | RA | APPROVED | 2007-12-18 |
Branch Locations
7374 N La Cholla Blvd, Tucson, AZ 85741 • United States
6831 N Oracle Rd, Tucson, AZ 85704 • United States
15331 W Bell Rd #212, Surprise, AZ 85374 • 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 | Tucson | AZ | 12/2007 | Present |
1. 12/14/2007 - DBA ONLY - BLEASE FINANCIAL SERVICES - DBA:S-CORP - TIME SPENT 1% - TUCSON, AZ. 2. 11/4/2008 - NON-VARIABLE INSURANCE - LONG TERM CARE INSURANCE. - TIME SPENT 10% - TUCSON, AZ. 3. 1/30/2009 - NON-VARIABLE INSURANCE - BLEASE FINANCIAL SERVICES - FIXED ANNUITIES, LIFE AND DISABLILITY INSURANCE AND MEDICAL INS OUTSIDE LPL. - TIME SPENT 5% - TUCSON, AZ. 4. 10/25/2010 - DBA ONLY - BLEASE PROPERTIES, LLC - OWNERSHIP OF A PROPERTY- ONLY PEOPLE IN OFFICE ARE LPL LICENSED INDIVIDUALS. - TIME SPENT 1% - TUCSON, AZ. 5. 10/21/2013: REAL ESTATE RENTAL - BLEASE PROPERTIES, LLC - TIME SPENT 1% - TUCSON, AZ.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-09 |
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