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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 08/2018 | 12/2020 |
| Yelp | Scottsdale | AZ | 06/2017 | 07/2018 |
| Casa Del Rio Senior Living | Peoria | AZ | 06/2016 | 06/2017 |
| Grand Canyon University | Phoenix | AZ | 02/2015 | 04/2017 |
| Grand Canyon University | Phoenix | AZ | 08/2013 | 04/2017 |
| Charles Schwab & Co., Inc. | Phoenix | CA | 12/2020 | 03/2025 |
| Schwab Wealth Advisory Inc | Phoenix | CA | 12/2020 | 03/2025 |
| Kingdom Financial Group, Llc | Peoria | AZ | 03/2025 | 04/2026 |
| Fullerton Financial Planning | Peoria | AZ | 03/2025 | 04/2026 |
| Lpl Financial | Glendale | AZ | 04/2026 | Present |
1.04/06/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Flourish Financial Planning; Investment Related; at Reported Business Location(s); Start Date 12/31/2025; 160hrs/mth; 100hrs during trading 2.04/06/2026; Micro1; Outside/W-2 Employment; Investment Related; Palo Alto,CA; Start Date 01/14/2026; 60hrs/mth; 10hrs during trading 3.07/01/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Flourish Financial; Investment Related; at Reported Business Location(s); Start Date 12/31/2025; 160hrs/mth; 160hrs during trading 4.08/20/2026; ELIJAH M GALLARDI; Author; Investment Related; Glendale,AZ; Start Date 01/01/2026; 0hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-13 |
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