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1095 West Rio Salado Parkway Suite 101, Tempe, AZ 85281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-09-10 |
Branch Locations
1095 West Rio Salado Parkway Suite 101, Tempe, AZ 85281 • United States
6355 Ward Road, #214, Arvada, CO 80004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Arvada | CO | 10/2024 | 09/2025 |
| Lpl Financial Llc | Arvada | CO | 02/2007 | Present |
| Graystone Partners Wealth Management, Llc | Arvada | CO | 09/2025 | Present |
1. 02/16/2007 - RCDyer Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2) 10/03/2025 - GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) -Start Date:10/03/2025 - 160 Hrs/Mth - 160 Hrs During Trading.I provide investment advisory services through Graystone Partners Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 10/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.¿
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-31 |
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