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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-10 |
| CA | RA | APPROVED | 2023-12-15 |
Branch Locations
20860 N Tatum Blvd, Ste 195, Phoenix, AZ 85050 • United States
669 Palmetto Ave Suite J, Chico, CA 95926 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Phoenix | AZ | 05/2013 | Present |
| Wealthcare Advisory Partners, Llc | Phoenix | AZ | 03/2020 | Present |
1. 6/23/2016: No Business Name - Not Investment Related - 35 Jan Court STE 140, Chico, CA 95928 - Notary - Started 12/01/2012 - 1 Hour Per Month During Securities Trading - Notary for existing clients only - no fee charged. - Notary Public. 2. 3/24/2020 - FocalPoint Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/17/2020 - 80 Hours Per Month/4 Hours During Securities Trading. 3. 3/30/2020 - Wealthcare Advisory Partners, LLC - DBA: (Hybrid) FocalPoint Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 03/17/2020 - 80 Hours Per Month/4 Hours During Securities Trading. 4. 07/08/2022 - KMurray Financial Services, PLLC - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date - 07/05/2022 - 0 Hours Per Month/ 0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-21 |
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