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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-30 |
| AZ | RA | APPROVED | 2025-10-29 |
| TX | RA | APPROVED | 2025-10-29 |
Branch Locations
8563 E. San Alberto Drive 100, Scottsdale, AZ 85258 • 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 |
|---|---|---|---|---|
| Metlife Securities Inc | Tempe | AZ | 10/2008 | 03/2017 |
| Massmutual Life Insurance Company | Scottsdale | AZ | 07/2016 | 11/2018 |
| Mml Investors Services | Scottsdale | AZ | 03/2017 | 11/2018 |
| Voya Financial Advisors, Inc. | Scottsdale | AZ | 11/2018 | 06/2021 |
| Osaic | Scottsdale | AZ | 06/2021 | 10/2025 |
| Pacific Capital Resource Group, Inc. | Scottsdale | AZ | 05/2021 | 10/2025 |
| Lpl Financial Llc | Scottsdale | AZ | 10/2025 | Present |
1) 09/2025 - Arizona Interscholastic Athletics / Coach/Sports/Fitness / Non Inv Related / Mesa, AZ 85204 / Start date 09/01/1999 - 7 hrs per month - 1 % time spent 2) 10/29/2025 - JK Wealth Management / DBA for LPL Business (entity for LPL business)/ Inv Related / At reported business location (s) 160 hrs per month/ 8 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-23 |
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