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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-02-09 |
| TX | RA | APPROVED | 2026-01-30 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Charlotte | NC | 02/2015 | 05/2021 |
| Truist Investment Services | Charlotte | NC | 05/2021 | 08/2021 |
| Unemployed | Charlotte | NC | 08/2021 | 02/2022 |
| Lpl Financial Llc | Fort Mill | SC | 02/2022 | 01/2026 |
| United Planners Financial Services Of America Lp | Scottsdale | AZ | 01/2026 | Present |
| Rental Property | Charlotte | NC | 11/2023 | Present |
1.) RENTAL PROPERTY - LANDLORD - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - CHARLOTTE, NC - 11/2023 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-10 |
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