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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-18 |
Branch Locations
625 Schemmer Dr, Ste A, Prescott, AZ 86305 • United States
1980 E River Rd Suite 100, Tucson, AZ 85718 • 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 |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Tucson | AZ | 03/2008 | 11/2020 |
| City National Bank | Tucson | AZ | 04/2019 | 11/2020 |
| Lpl Financial, Llc | Tucson | AZ | 11/2020 | Present |
1. 11/16/2020 - ADAM AND DANA GOLDSTEIN CACTUS RENTAL - Investment Related - 4303 E CACTUS RD #333 PHOENIX, AZ 85032 - Real Estate Rental - Owner - Started 2019 - 1 Hour Per Month. 2. 02/23/2022 - Adara Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 2020. 3. 06/14/2022 - Lion Street - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 06/01/2022 - 2 Hours Per Month/ 1 Hours During Securities Trading. 4. 09/22/2025 - Schemmer Offices, LLC - Real Estate Rental - Prescott, AZ - Inv Rel - Start date: 09/01/2025 - 1 Hours Per Month/ 0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-19 |
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