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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-17 |
| AZ | RA | APPROVED | 2024-07-25 |
Branch Locations
2975 W Ray Rd, Chandler, AZ 85224 • United States
2785 W State Route 89A, Sedona, AZ 86336 • United States
8764 E Shea Blvd, Ste 114, Scottsdale, AZ 85260 • United States
3027 Dollar Mark Way, Prescott, AZ 86305 • United States
7000 State Route 179, A116, Sendona, AZ 85351 • United States
10633 N Tatum Blvd Ste 101, Phoenix, AZ 85028 • United States
4979 S. Alma School Road, Chandler, AZ 85248 • United States
1545 S Power Rd Ste 101, Mesa, AZ 85206 • 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 | 07/2020 |
| Bank Of America, N.A. | Scottsdale | AZ | 11/2016 | 07/2020 |
| Raymond James Financial Services, Inc | Scottsdale | AZ | 07/2020 | 06/2021 |
| Raymond James Financial Services Advisors, Inc | Scottsdale | AZ | 07/2020 | 06/2021 |
| Desert Financial Credit Union | Scottsdale | AZ | 07/2020 | 06/2021 |
| Desert Financial Wealth Management | Scottsdale | AZ | 07/2020 | 06/2021 |
| Bancwest Investment Services, Inc | Tempe | AZ | 11/2021 | 06/2024 |
| Bank Of The West | Tempe | AZ | 11/2021 | 06/2024 |
| Unemployed | Tempe | AZ | 07/2021 | 10/2021 |
| Lpl Financial Llc | Fort Mill | SC | 07/2023 | 06/2024 |
| Flagstar Bank | Mesa | AZ | 06/2024 | Present |
| Lpl | Mesa | AZ | 07/2024 | Present |
1.07/15/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Flagstar Wealth Services; Investment Related; at Reported Business Location(s); Start Date 07/12/2024; hrs/mth; hrs during trading 2.05/19/2026; CLEARPATH FINANCIAL PLLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 04/27/2026; 0hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-14 |
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