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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Scottsdale | AZ | 05/2018 | 07/2024 |
| Glendale Nissan | Glendale Heights | IL | 02/2018 | 03/2018 |
| Sunrise Chevrolet | Glendale Heights | IL | 08/2016 | 02/2018 |
| Unemployed | Glendale Heights | IL | 03/2018 | 05/2018 |
| Edward Jones | Surprise | AZ | 09/2024 | 02/2025 |
| Desert Financial Wealth Management | Phoenix | AZ | 04/2025 | 05/2025 |
| Desert Financial Credit Union | Phoenix | AZ | 03/2025 | 05/2025 |
| Raymond James Financial Services, Inc. | Phoenix | AZ | 04/2025 | 05/2025 |
| Raymond James Financial Services Advisors, Inc. | Phoenix | AZ | 04/2025 | 05/2025 |
| Eos | : Eos | AZ | 04/2025 | Present |
| America First Credit Union | Tempe | AZ | 01/2026 | Present |
| Lpl Financial Llc | Tempe | AZ | 01/2026 | Present |
1) 01/06/2026- CERTIFIED NOTARY PUBLIC LLC- Inv. Related- Surprise, AZ, 85387- start date 2/2025- 10hrs/mth - 0hrs during trading 2) 01/06/2026- EOS - Outside/ part-time w2 employment - Gym/Personal Trainer - Non-Inv. Related - start date 3/27/2025- 0hrs/mth - 0hrs during trading 3) 01/06/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name America First Investment Services - Investment Related - At Reported Business Location(s) - Start Date 01/06/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-12 |
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