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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-22 |
| CA | RA | APPROVED | 2023-02-17 |
Branch Locations
2111 E Highland Ave Ste B420, Phoenix, AZ 85016 • 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 | 02/2023 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 06/2012 | 02/2023 |
1.02/16/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Maher Wealth Management; Investment Related; at Reported Business Location(s); Start Date 02/16/2023; 150hrs/mth; 7.5hrs during trading 2.07/23/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Anthom Wealth Management; Investment Related; at Reported Business Location(s); Start Date 02/16/2023; 160hrs/mth; 160hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-30 |
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