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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-07-22 |
| TX | RA | APPROVED_RES | 2024-07-08 |
Branch Locations
9375 E Shea Blvd, Ste 100, Scottsdale, AZ 85260 • United States
9375 E Shea Blvd. Suite 100, Scottsdale, AZ 85260 • 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 |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Scottsdale | AZ | 04/2016 | 07/2024 |
| Lpl Financial Llc | Scottsdale | AZ | 07/2024 | Present |
1) 06/14/2024 - Tower 68 Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-03 |
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