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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-12-11 |
| NJ | RA | APPROVED | 2024-12-11 |
| TX | RA | APPROVED_RES | 2024-12-09 |
| UT | RA | APPROVED | 2024-12-09 |
Branch Locations
142 East Water Street, Logan, UT 84321 • United States
21 Tennent Ave, Englishtown, NJ 07726 • United States
6029 E Grant Rd, Tucson, AZ 85712 • 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 |
|---|---|---|---|---|
| Carmichael Financial, Llc | Logan | UT | 01/2000 | Present |
| Voya Financial Advisors | Logan | UT | 09/2014 | 07/2020 |
| Sagepoint Financial, Inc. | Tucson | AZ | 07/2020 | 09/2023 |
| Osaic Wealth, Inc. | Englishtown | NJ | 09/2023 | 11/2024 |
| Lpl Financial | Tucson | AZ | 11/2024 | Present |
1- 11/2024 / MEC 2009 , LLC / Real Estate Rental / INV RLTD / 1 HRS MNTH / START 11/01/2010 2- 11/2024 / CARMICHAEL FINANCIAL, LLC / DBA for LPL Business (entity for LPL business) / INV RLTD / 200 HRS MNTH / 9 HRS DURING TRADING / START 03/29/2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-25 |
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