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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-05-03 |
| TX | RA | APPROVED_RES | 2024-05-02 |
Branch Locations
22237 S Ellsworth Rd, Queen Creek, AZ 85142 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
2340 W Ray Rd Suite 3, Chandler, AZ 85224 • United States
1300 N Mcclintock Dr Ste A, Chandler, AZ 85226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Phoenix | AZ | 05/2012 | 11/2017 |
| Kestra Investment Services | Chandler | AZ | 11/2017 | 05/2024 |
| Kestra Private Wealth Services | Chandler | AZ | 11/2017 | 05/2024 |
| Lpl Financial | Chandler | AZ | 05/2024 | Present |
1. 04/10/2024- Modernize Wealth- DBA for LPL Business (entity for LPL business)- At Reported Business Location (s)- Inv Rel 2. 04/10/2024- Modernize wealth LLC- Business Entity For Tax/Investment Purposes Only- At Reported Business Location (s)- Non Inv Rel 3. 04/10/2024- EBH Bin Ventures lle- Business Owner- AZ 85224- Non Inv Rel- 20 Hrs per Mnth- 1 hr during trading- start date 03/03/2022 4. 04/10/2024- Green Bin Licensing llc- BUSINESS OWNER/PARTERNSHIP- AZ 85224- Non Inv Rel- 20 Hrs per Mnth- 5 hr during trading- start date 04/03/2023 5. 04/10/2024- MODERNIZE WEALTH POSITION- Non-Variable Insurance- Inv Rel- start date 11/27/2017
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-10 |
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