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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-02-24 |
Branch Locations
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 |
|---|---|---|---|---|
| Underhill Financial Advisors, Llc | Tucson | AZ | 05/2016 | 08/2021 |
| Carmichael Financial, Llc | Tucson | AZ | 12/2024 | Present |
| Lpl Financial | Tucson | AZ | 12/2024 | Present |
| Sagepoint Financial | Tucson | AZ | 08/2021 | 06/2023 |
| Carmichael Financial, Llc | Tucson | AZ | 08/2021 | 06/2023 |
| Osaic Wealth, Inc | Tucson | AZ | 07/2023 | 12/2024 |
| Carmichael Financial, Llc | Tucson | AZ | 07/2023 | 12/2024 |
1. 08/2025 - Notary - Notary - Investment Related - 0 Hour/Month - 0 Hour During Trading - Tucson, AZ 85712 - OBA Start Date: 02/03/2022 2. 08/2025 - Carmichael Financial, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 172 Hour/Month - 0 Hour During Trading - At Reported business location(s) - OBA Start Date: 9/1/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-23 |
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