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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-05-03 |
Branch Locations
22237 S Ellsworth Rd, Queen Creek, AZ 85142 • United States
1300 N Mcclintock Dr Ste A, Chandler, AZ 85226 • United States
2340 W Ray Rd Suite 3, Chandler, AZ 85224 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Phoenix | AZ | 04/2016 | 11/2017 |
| Modernize Wealth | Chandler | AZ | 11/2017 | Present |
| Kestra Investment Services, Llc | Chandler | AZ | 11/2017 | 04/2024 |
| Kestra Private Wealth Services, Llc | Chandler | AZ | 11/2017 | 05/2024 |
| Lpl Financial | Chandler | AZ | 05/2024 | Present |
1. 04/09/2024- Modernize Wealth- DBA for LPL Business (entity for LPL business)- At Report Business Location (s)- Inv Rel 2. 04/09/2024- Modernize wealth LLC- Business Entity For Tax/Investment Purposes Only- AZ 85224- Non Inv Rel- 200 hr per mnth- 8 hrs during trading- start date 04/03/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-27 |
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