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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-27 |
Branch Locations
3707 E Southern Ave Ste 2068, Mesa, AZ 85206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith | Chandler | AZ | 03/2020 | 12/2021 |
| Redbull Distribution Company | Chandler | AZ | 07/2018 | 02/2020 |
| Red Bull Distribution Company | Chandler | AZ | 01/2017 | 07/2018 |
| Red Bull Distribution Company | Chandler | AZ | 01/2013 | 01/2017 |
| Bank Of America Na | Chandler | AZ | 04/2021 | 12/2021 |
| Edward Jones | St Louis | MO | 12/2021 | 03/2025 |
| Lpl Financial | Mesa | AZ | 03/2025 | Present |
1- 02/2025 / Amazon.com, inc / Outside/W-2 Employment / Not Investment Related / 40 hrs mth / 4 hrs during trading / Start date: 07/01/2024 2) 03/26/2025 - Liberty Star Wealth - Not Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:03/17/2025 - 900 Hrs/Mth - 800 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-29 |
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