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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-14 |
Branch Locations
5720 W Chandler Blvd Ste 4, Chandler, AZ 85226-3360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unified Wealth Management, Llc | Phoenix | AZ | 01/2005 | Present |
| Lpl Financial, Llc | Phoenix | AZ | 02/2009 | Present |
1. 2/13/2013 - TAX PREP/ACCOUNTING/BOOKKEEPING - WEALTHNEST TAX SERVICES - PREPARATION OF TAXES FOR INDIVIDUALS AND SMALL BUSINESSES. - TIME SPENT 25%. 2. 2/14/2013 - WEALTHNEST PLANNERS - INV REL - AT REPORTED LOCATION - 3. 01/12/2015 - WEALTHNEST LLC - REAL ESTATE RENTAL - TIME SPENT 3 HOURS PER MONTH - CHANDLER, AZ
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-30 |
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