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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-04-25 |
Branch Locations
8600 E Anderson Dr Ste 240, Scottsdale, AZ 85255 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
9180 E Desert Cove Ave. Ste 104, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Netzel Financial | Sun Lakes | AZ | 08/2015 | 05/2018 |
| Wilde Wealth Management Group | Tempe | AZ | 05/2018 | 11/2023 |
| Cetera Advisors | St Cloud | MN | 05/2018 | 12/2020 |
| Cetera Advisors | St Cloud | MN | 12/2020 | 11/2023 |
| Osaic Wealth, Inc. | Jersey City | NJ | 12/2023 | 11/2024 |
| Cetera Advisors Llc | St Cloud | MN | 11/2024 | 04/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2024 | 04/2025 |
| Wilde Wealth Management Group | Scottsdale | AZ | 11/2024 | 04/2025 |
| Lpl Financial Llc | Scottsdale | AZ | 04/2025 | Present |
1 - 04/2025 - Sampson Capital Advisors LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 2. 05/27/2025 - Cheyenne Gonzalez - Other - Notary - Investment Related - At Reported Business Location(s) - Start Date: 05/19/2025 - 1 Hours/Month - 1 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-01 |
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