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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-10-25 |
| AZ | RA | APPROVED | 2024-10-24 |
Branch Locations
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 |
|---|---|---|---|---|
| Lifetime Investments, Llc | Mesa | AZ | 07/2016 | 02/2017 |
| Unemployed | Mesa | AZ | 02/2017 | 04/2017 |
| Sagepoint Financial | Phoenix | AZ | 04/2017 | 03/2020 |
| United Planners Financial Services | Scottsdale | AZ | 03/2020 | 07/2023 |
| Barking Dog Creative Adventures | Apache Junction | AZ | 08/2022 | 08/2023 |
| Lpl Financial Llc | San Diego | CA | 03/2024 | 10/2024 |
| Unemployed | Apache Junction | AZ | 08/2023 | 03/2024 |
| Lpl Enterprise, Llc | Fort Mill | SC | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-13 |
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