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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-04-01 |
| TX | RA | APPROVED_RES | 2025-03-28 |
Branch Locations
9333 N 90 Street, Scottsdale, AZ 85258 • United States
14850 North Scottsdale Road, Scottsdale, AZ 85254 • United States
7138 E. Thunderbird Road, Scottsdale, AZ 85254 • United States
28215 N Tatum Blvd, Cave Creek, AZ 85331 • United States
2955 E Chandler Heights Rd, Chandler, AZ 85249 • United States
1490 S. Arizona Ave., Chandler, AZ 85248 • United States
33703 N. Scottsdale Road, Scottsdale, AZ 85266 • United States
1990 W Chandler Blvd, Chandler, AZ 85224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Scottsdale | AZ | 01/2020 | 03/2025 |
| Nylife Securities Llc | Scottsdale | AZ | 05/2020 | 03/2025 |
| For Energy | Phoenix | AZ | 07/2019 | 12/2019 |
| State Seal Company | Chandler | AZ | 04/2017 | 06/2019 |
| Kaplan Test Prep | Tempe | AZ | 10/2016 | 05/2018 |
| Unemployed | Chandler | AZ | 06/2016 | 09/2016 |
| Unemployed | Chandler | AZ | 12/2019 | 01/2020 |
| Eagle Strategies Llc | Scottsdale | AZ | 05/2022 | 03/2025 |
| Lpl Financial Llc | Chandler | AZ | 03/2025 | Present |
| Bmo Harris Bank | Chandler | AZ | 03/2025 | Present |
1)03/18/2025 - BMO Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-27 |
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