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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-12-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Academy Of Holy Angels | Richfield | MN | 09/2014 | 06/2017 |
| Arizona State University | Tempe | AZ | 06/2017 | 05/2021 |
| Self-Employed | Tempe | AZ | 05/2021 | 05/2024 |
| Tlh Wealth Management | Gilbert | AZ | 05/2024 | 09/2024 |
| Lpl Financial Llc | Gilbert | AZ | 09/2024 | Present |
1) 09/2024 - TLH Wealth Management, LLC / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 80 Hrs per month - 100% Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-16 |
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