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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-09-17 |
Branch Locations
5720 W Chandler Blvd Ste 4, Chandler, AZ 85226-3360 • United States
Phoenix, 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Phoenix | AZ | 02/2009 | Present |
1. 2/14/2013 - NO BUSINESS NAME - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - WEALTHNEST PLANNERS - INV REL - AT REPORTED BUSINESS LOCATION 2. 8/5/2013: WEALTHNEST TAX SERVICES, LLC - TAX PREP/ACCOUNTING/BOOKKEEPING - INV REL - AT REPORTED BUSINESS LOCATION - PREPARE INCOME TAXES FOR INDIVIDUALS AND BUSINESSES - 40% OF TIME SPENT 3. 01/07/2015 - WEALTHNEST LLC - REAL ESTATE RENTAL - INV REL - START 01/30/2015 - 5720 W. Chandler Blvd. Ste 4 Chandler AZ 85226 - Purchased building that Wealthnest Planners and Wealthnest Tax Services will be occupying. - 3 HR/MO, 0 DURING SECS TRDG HRS - rental property owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-15 |
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