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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-29 |
| TX | RA | APPROVED_RES | 2023-12-04 |
Branch Locations
2365 E. Fry Blvd, Sierra Vista, AZ 85635 • United States
Sierra Vista, AZ • 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 |
|---|---|---|---|---|
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 02/2003 | 08/2021 |
| Bbva Wealth Solutions Inc. | Sierra Vista | AZ | 10/2010 | 08/2021 |
| Bbva Securities Inc. | Sierra Vista | AZ | 05/2013 | 08/2021 |
| Compass Bank | Birmingham | AL | 10/2000 | 08/2021 |
| Lee's Cardio & Karate Kick Boxing | Sierra Vista | AZ | 02/2016 | 05/2019 |
| Pnc Investments | Sierra Vista | AZ | 08/2021 | 12/2023 |
| Lpl Financial Llc | Sierra Vista | AZ | 12/2023 | Present |
1) 11/07/2023 - Jamka Wealth Navigation - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 11/07/2023 - Jamka Wealth Navigation - Business Entity For Tax/Investment Purposes Only - Pass-through for commissions - AZ 85635 - Non investment related - 100% Time spent - Start date: 12/04/2023. 3) 11/07/2023 - Non-Variable Insurance - Selling: Fixed annuities, LTC, Life Ins - Crump - AZ 85635 - Investment related - 30% Time spent - Start date: 12/4/2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-30 |
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