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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-13 |
| TX | RA | APPROVED | 2026-03-11 |
Branch Locations
500 E Rio Salado Pkwy Bldg 4 3 Fl, Tempe, AZ 85281 • United States
Chandler, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 07/2019 | 01/2026 |
| Leslies Pool | Chandler | AZ | 05/2016 | 09/2019 |
| Gilbert High School | Gilbert | AZ | 08/2018 | 05/2019 |
| Redbird Elementary School | Mesa | AZ | 08/2017 | 04/2018 |
| Concentrix | Tempe | AZ | 10/2016 | 12/2016 |
| Miner Southwest | Tempe | AZ | 07/2016 | 05/2017 |
| Unemployed | Chandler | AZ | 04/2018 | 08/2018 |
| Ups | Mesa | AZ | 08/2016 | 09/2016 |
| Mesa Community College | Mesa | AZ | 08/2013 | 08/2019 |
| Bank Of America, N.A. | Chandler | AZ | 12/2024 | 01/2026 |
| Lpl Financial Llc | Tempe | AZ | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-22 |
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