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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-06-24 |
Branch Locations
1335 Gail Gardner Way, Prescott, AZ 86305 • United States
1021 N Hwy 89, Suite 106, Chino Valley, AZ 86323 • United States
2355 W. Pinnacle Peak Rd, Phoenix, AZ 85027 • United States
550 East Gurley St, Prescott, AZ 86301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Prescott | AZ | 08/2012 | 11/2016 |
| Wells Fargo Bank, Na | Prescott | AZ | 08/2011 | 06/2024 |
| Wells Fargo Clearing Services, Llc | Prescott | AZ | 11/2016 | 06/2024 |
| Lpl Financial Llc | Prescott | AZ | 06/2024 | Present |
| Oneaz Credit Union | Prescott | AZ | 06/2024 | Present |
1. 06/14/2024 - OneAZ Wealth Management - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 6/14/2024. 2.10/28/2025- No Business Name- Business Owner- Not INV Related- At Prescott Valley AZ- 20 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-26 |
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