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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Gilbert | AZ | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Gilbert | AZ | 12/2018 | 07/2019 |
| Covalence | Chandler | AZ | 03/2016 | 12/2018 |
| Bank Of America, N.A. | Gilbert | AZ | 01/2019 | 07/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Gilbert | AZ | 11/2019 | 05/2026 |
| Grand Canyon University | Phoenix | AZ | 06/2018 | 11/2019 |
| Bank Of America N.A. | Gilbert | AZ | 02/2020 | 05/2026 |
1. 5/2026 - Sarai Stewardship - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 130 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 5/20/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-12 |
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