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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-01 |
| CA | RA | APPROVED | 2020-06-30 |
Branch Locations
890 West Elliott Road #101, Gilbert, AZ 85233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Phoenix | AZ | 02/2009 | Present |
| Unified Wealth Management, Llc | Scottsdale | AZ | 07/2008 | 08/2020 |
1. 4/8/2020 - Illuminate Wealth Advocates, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/31/2020 - 120 Hours Per Month/6 Hours During Securities Trading. 2. 4/15/2020 - Illuminate Tax Advisors, LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Started 03/31/2020 - 120 Hours Per Month/5 Hours During Securities Trading - Tax preparation and planning services for individuals and businesses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-14 |
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