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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-12 |
| AZ | RA | APPROVED | 2023-01-11 |
Branch Locations
5720 W Chandler Blvd Ste 4, Chandler, AZ 85226-3360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 07/2020 | 12/2022 |
| Unemployed | Mesa | AZ | 05/2020 | 07/2020 |
| Northern Arizona University | Flagstaff | AZ | 08/2016 | 05/2020 |
| Northern Arizona University | Flagstaff | AZ | 02/2019 | 05/2020 |
| Discover Financial Services | Phoenix | AZ | 06/2019 | 08/2019 |
| Fieldworks | Mesa | AZ | 06/2018 | 08/2018 |
| Villanueva And Company | Phoenix | AZ | 06/2017 | 08/2017 |
| Kemp Cleaning Services | Mesa | AZ | 08/2012 | 05/2020 |
| Lpl Financial Llc | Chandler | AZ | 01/2023 | Present |
1) 01/05/2023 - Wealthnest Planners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 11/18/2024 - Wealthnest Tax Services - Tax Prep/Accounting/CPA - Tax Preparer - Investment Related - At Reported Business Location(s) - Start Date 01/02/2023 - 10 Hours per Month/ 2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-05 |
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