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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-13 |
| AZ | RA | APPROVED | 2022-02-22 |
Branch Locations
2960 N Swan Rd Ste 216, Tucson, AZ 85712 • United States
Tucson, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usmc Reserves | Tucson | AZ | 01/2016 | Present |
| Waddell & Reed | Tucson | AZ | 08/2015 | 08/2018 |
| Waddell & Reed | Tucson | AZ | 08/2018 | 07/2019 |
| Lpl Financial | Tucson | AZ | 07/2019 | Present |
1)01/2016 - Outside/W-2 Employment - United States Marine Corps Reserves - 72Hrs/Mo 20Hrs/Mo During Trading - Tucson, AZ 85730 2) 03/08/2022 - Winn Financial Group - Investment Related - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-21 |
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