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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-01-28 |
| TX | RA | APPROVED | 2025-01-27 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
9590 E Ironwood Square Dr., Ste 110, Scottsdale, AZ 85258 • United States
9590 E Ironwood Sq Dr Ste110, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Scottsdale | AZ | 04/2016 | 10/2023 |
| Jackson/Roskelley Wealth Advisors | Scottsdale | AZ | 05/2020 | 10/2023 |
| Raymond James Financial Services Advisors Inc. | Scottsdale | AZ | 02/2018 | 10/2023 |
| Jackson/Roskelley Wealth Advisors | Scottsdale | AZ | 03/2018 | 05/2020 |
| Summit Path Insights, Inc. | Scottsdale | AZ | 03/2023 | 10/2023 |
| Ameriprise Financial Services, Llc | Scottsdale | AZ | 10/2023 | 01/2025 |
| Lpl Financial | Scottsdale | AZ | 01/2025 | Present |
1 - 11/2024 - Real Estate Rental - Inv Related - 5 Hours/Month - AZ 85022 - OBA Start Date: 01/01/2019. 2 - 11/2024 - Real Estate Rental - Inv Related - 5 Hours/Month - AZ 85022 - OBA Start Date: 01/01/2019. 3 - 11/2024 - Jackson Roskelley Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 80 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-12 |
| S66 | Uniform Combined State Law Examination | 2004-10-11 |
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