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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-23 |
Branch Locations
8600 E Anderson Dr Ste 240, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Peoria | AZ | 02/2010 | 10/2025 |
| Bfc Planning, Inc. | Peoria | AZ | 09/2016 | 10/2025 |
| Lpl Financial Llc | Peoria | AZ | 10/2025 | Present |
1) 09/2025 -Sampson Capital Advisors, LLC / DBA for LPL Business (entity for LPL business) - Inv Related / At reported business location(s) - Start Date 10/20/2025 2) 03/27/2026 - Birrell Capital Advisors, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/06/2026 - 160 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-26 |
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