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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-05-21 |
Branch Locations
500 E. Rio Salado Pkwy Building 4, Floor 3, Tempe, AZ 85281 • United States
Queen Creek, AZ • 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 08/2015 | 06/2018 |
| Morgan Stanley | Gilbert | AZ | 07/2018 | 03/2022 |
| Advisor Group / Osaic Wealth | Phoenix | AZ | 03/2022 | 05/2024 |
| Lpl Financial Llc | Tempe | AZ | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-14 |
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