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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-12-06 |
| PA | RA | APPROVED | 2017-01-11 |
Branch Locations
7500 E. Pinnacle Peak Rd Suite A-104, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tfs Securities, Inc. | Lincroft | NJ | 04/2009 | 12/2016 |
| The Beacon Group | King Of Prussia | PA | 01/2009 | 04/2023 |
| Lpl Financial, Llc | Scottsdale | AZ | 01/2017 | Present |
| Lpl Financial Llc | King Of Prussia | PA | 01/2017 | 04/2023 |
| One2One Wealth Strategies | Scottsdale | AZ | 04/2023 | Present |
1. 06/26/2023 - One2One Wealth Strategies, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 04/12/2023 - 160 Hours Per Month/ 160 Hours During Securities Trading. 2) 09/05/2025 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date:08/13/2025 - 3 Hrs/Mth - 3 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-30 |
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