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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2021-03-12 |
Branch Locations
4001 E Mountain Sky Ave., #206, Phoenix, AZ 85044 • United States
5070 N 40Th St Ste 220, Phoenix, AZ 85018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Scottsdale | AZ | 02/2014 | 03/2021 |
| Lpl Financial Llc | Tempe | AZ | 03/2021 | Present |
1)03/12/2021 - ALPHA RISIGN WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 07/2003 - 200 Hr/Mth 2)03/12/2021 - ALPHA RISING WEALTH MANAGEMENT - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 07/2003 - 50 Hr/Mth 3)03/12/2021 - D SQUARED HOLDINGS LLC - Real Estate Rental - Inv Rel - Tempe, AZ - Start: 09/2019 4)03/12/2021 - 1st CHOICE INSURANCE GROUP - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Tempe, AZ - Start: 06/2017 5) 06/05/2025 - Post Scarcity LLC - Not Investment Related - Other - Business Owner - At Reported Business Location(s) - Start Date:06/01/2025 - 5 Hrs/Mth - 0Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-29 |
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