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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-04-11 |
Branch Locations
500 E. Rio Salado Pkwy Building 4, Floor 3, Tempe, AZ 85281 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Phoenix | AZ | 08/2007 | 06/2020 |
| Usaa Financial Planning Services | Phoenix | AZ | 05/2008 | 06/2020 |
| Usaa Investment Management Company | Phoenix | AZ | 01/2018 | 06/2020 |
| Robinhood Financial, Llc | Tempe | AZ | 04/2021 | 10/2022 |
| Amazon | Phoenix | AZ | 08/2020 | 03/2021 |
| Robinhood Markets, Inc | Tempe | AZ | 06/2022 | 10/2022 |
| Raymond James Financial Services Inc | Phoenix | AZ | 11/2022 | 06/2023 |
| Raymond James Financial Services Advisors | Phoenix | AZ | 11/2022 | 06/2023 |
| Wealth Enhancement Advisory Services | Peoria | AZ | 06/2023 | 03/2025 |
| Wealth Enhancement Group | Peoria | AZ | 06/2023 | 03/2025 |
| Wealth Enhancement Brokerage Services | Peoria | AZ | 06/2023 | 03/2025 |
| Lpl Financial Llc | Tempe | AZ | 03/2025 | Present |
1) 03/24/2025 - Kitsune Brewing Company - Not Investment Related - Phoenix AZ - Business Owner Micro Brewery - Co-owner - Start Date: 2023 - 0 Hours Per Month/ 0 During Trading 2) 03/03/2025 - Rental Property - Investment Related - Lane Mansfield OH - Real Estate Rental - Sole owner - Start Date: 2006 - 0 Hours Per Month/ 0 During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-08 |
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