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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-02
  • TX RA
    APPROVED_RES
    Since 2026-01-02

Branch Locations

Scottsdale, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hp Inc. Phoenix AZ 05/2016 08/2018
Lpl Financial Inc. Scottsdale AZ 08/2018 Present
  • 05/2016 → 08/2018
    Hp Inc.
    Phoenix, AZ
  • 08/2018 → Present
    Lpl Financial Inc.
    Scottsdale, AZ
Other Businesses

1) 8/28/2018 - DBA FOR LPL BUSINESS - DBA FOR LPL BUSINESS - CAMELBACK WEALTH STRATEGIES, LLC - 50% - SCOTTSDALE, AZ 2) 12/17/2024- Non-Variable Insurance- At Reported Business Location(s)- Start date 12/09/2024- 2 Hours Per Month- 2 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-19
  • S66 Uniform Combined State Law Examination
    2021-08-19

View on SEC IAPD

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