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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-29 |
| AZ | RA | APPROVED | 2025-09-04 |
Branch Locations
9590 E Ironwood Sq Dr Ste110, Scottsdale, AZ 85258 • United States
Gilbert, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard | Scottsdale | AZ | 08/2017 | 10/2017 |
| Edward Jones | Mesa | AZ | 02/2016 | 07/2017 |
| Unemployed | Queen Park | AZ | 07/2017 | 08/2017 |
| Unemployed | Queen Park | AZ | 10/2017 | 11/2017 |
| Amazon Flex | Chandler | AZ | 11/2017 | 04/2018 |
| State Farm | Tempe | AZ | 04/2018 | 07/2018 |
| Raymond James Financial Services, Inc | Scottsdale | AZ | 07/2018 | 09/2019 |
| Raymond James Financial Services, Inc | Scottsdale | AZ | 09/2019 | 10/2023 |
| Summit Path Insights, Inc | Scottsdale | AZ | 03/2023 | 10/2023 |
| Ameriprise Financial Services, Llc | Scottsdale | AZ | 10/2023 | 05/2024 |
| Unemployed | Gilbert | AZ | 05/2024 | 09/2025 |
| Lpl Financial | Scottsdale | AZ | 09/2025 | Present |
1- 08/2025 / Jackson Roskelley Wealth Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-19 |
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