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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-13 |
| TX | RA | APPROVED | 2026-08-13 |
Branch Locations
1577 Plaza West Drive Ste 102, Prescott, AZ 86303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sqn Securities, Llc | New York | NY | 12/2015 | 04/2017 |
| Iredell Consulting Group | Phoenix | AZ | 09/2015 | 01/2018 |
| Four Springs Capital, Llc | Lake Como | NJ | 01/2018 | 05/2021 |
| Triton Pacific Securities, Llc | Dana Point | CA | 09/2021 | 10/2021 |
| Iredell Consulting Group | Phoenix | AZ | 06/2021 | 02/2022 |
| Edward Jones | St Louis | MO | 02/2022 | 08/2026 |
| Lpl Financial Llc | Prescott | AZ | 08/2026 | Present |
1. 8/2026 - Manzanita Wealth Management Solutions - DBA for LPL Business (entity for LPL business) - INV REL - 200 Hour(s)/Month – 140 Hour(s) During Trading - Prescott AZ 86303 - OBA Start date: 8/13/2026 2. 8/2026 - Lee Iredell - Speaker/ Seminar/ Workshops - INV REL - 2 Hour(s)/Month – 1 Hour(s) During Trading - Prescott AZ 86303 - OBA Start date: 09/07/2022 3. 8/2026 - Lee Iredell - Artist/ Musician - NOT INV REL - 4 Hour(s)/Month – 0 Hour(s) During Trading - Prescott AZ 86303 - OBA Start date : 03/01/1995
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-11 |
| S65 | Uniform Investment Adviser Law Examination | 2020-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-12 |
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