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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-21 |
| AZ | RA | APPROVED | 2024-05-03 |
Branch Locations
5225 N Central Ave Ste 115, Phoenix, AZ 85012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Phoenix | AZ | 08/2016 | Present |
1)2/2021 - Non-Variable Insurance - Neil Advisory, LLC - Agent selling Fixed Annuity, Life, Health, and Long-Term care, Disability and income protection - Investment Related - 10% - PHOENIX, AZ 85012
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-02 |
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