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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-29 |
| TX | RA | APPROVED | 2025-08-29 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
3100 W Ray #201, Chandler, AZ 85226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oak Brook | IL | 02/2018 | 08/2025 |
| United States Army | Chicago | IL | 10/2013 | 10/2021 |
| Bestbuy | Lemont | IL | 07/2015 | 01/2017 |
| Bank Of America, N.A. | Oak Brook | IL | 02/2019 | 08/2025 |
| Lpl Financial | Chandler | AZ | 08/2025 | Present |
1)08/26/2025 - Adisium LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)08/26/2025 - Adisium Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-01 |
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