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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-27 |
| TX | RA | APPROVED_RES | 2026-01-27 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
12120 N Dove Mountain Blvd Ste 182, Marana, AZ 85658 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2012 | 10/2017 |
| Kovack Advisors, Inc | Fort Lauderdale | FL | 11/2017 | 04/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2019 | 01/2026 |
| Lpl Financial Llc | Marana | AZ | 01/2026 | Present |
1. 01/2026 - Freedom Trail Wealth at Dove Mountain - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 100 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 01/26/2026 2. 01/2026 - Freedom Trail Financial - Non-Variable Insurance - Investment Related - 80 Hrs/Mth - 2 Hrs During Trading - Marana, AZ 85658 - OBA Start Date: 01/26/2026 3. 01/2026 - Town of Oro Valley Budget and Finance Commission - Politics/ Government - Not Investment Related - 1 Hrs/Mth - 0 Hrs During Trading - Tucson, AZ 85737 - OBA Start Date: 03/14/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-12 |
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