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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-13 |
Branch Locations
Scottsdale, AZ • United States
7047 East Greenway Parkway, Suite 250, Scottsdale, AZ 85254 • United States
7047 E Greenway Pkwy, Ste 250, Scottsdale, AZ 85254 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scottsdale | AZ | 04/2016 | 08/2018 |
| Cantella & Co., Inc. | Malden | MA | 02/2020 | 03/2023 |
| Carefree Pools | Scottsdale | AZ | 01/2019 | 02/2020 |
| Willis Consulting | Scottsdale | AZ | 09/2018 | 11/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2022 | 04/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2022 | 04/2023 |
| Cantella & Co., Inc. | Malden | MA | 02/2020 | 03/2023 |
| Lpl Financial Llc | Scottsdale | AZ | 06/2023 | Present |
1) 06/12/2023 - Foltz Financial Private Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 06/2023 - 160 Hr/Mth 2) 06/12/2023 - John Foltz - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 10/2022 3) 06/27/2024 - Real Estate Rental - Investment Related - Scottsdale, AZ - Start Date 05/15/2024 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-09 |
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