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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2023-08-15 |
Branch Locations
11333 N Scottsdale Rd Ste 295, Scottsdale, AZ 85254 • 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 |
|---|---|---|---|---|
| Kestra Investment Services Llc | Chandler | AZ | 07/2016 | 08/2023 |
| Kestra Advisory Services Llc | Chandler | AZ | 07/2016 | 08/2023 |
| Lpl Financial Llc | Scottsdale | AZ | 08/2023 | Present |
1) 08/10/2023 - WATERMARK WEALTH PLANNING, LLC - Business Owner (Trust Services) - AZ 85254 - Non investment related - 16 Hours per month - Start date: 06/15/2012. 2) 08/10/2023 - Watermark Norte LLC - Business Entity For Tax/Investment Purposes Only - AZ 85254 - Non investment related - Start date: 10/20/2019. 3) 08/10/2023 - WATERMARK WEALTH STRATEGIES LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 144 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-29 |
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