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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-15 |
| TX | RA | APPROVED_RES | 2025-10-14 |
Branch Locations
426 North 44Th Street Suite 115, Phoenix, AZ 85008 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
426 North 44Th St Ste 115, Phoenix, AZ 85008 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Woodbury Financial Services | Phoenix | AZ | 02/2008 | 01/2024 |
| Osaic Wealth, Inc. | Phoenix | AZ | 01/2024 | 10/2025 |
| Lpl Financial | Phoenix | AZ | 10/2025 | Present |
1. 07/2025 - Non-Variable Insurance - Paul Burns - Non-Variable Insurance - Investment Related - 1 Hour/Month - 1 Hour During Trading - Phoenix, AZ 85008 - OBA Start Date: 08/04/2025 2. 07/2025 - Southwest Wealth Advisory Group LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 10 Hour/Month - 2 Hour During Trading - At Reported business location(s) - OBA Start Date: 8/4/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-31 |
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