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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Tucson | AZ | 06/2026 | Present |
| Zions Bank Or Zb, N.A. | Tucson | AZ | 06/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tucson | AZ | 07/2019 | 05/2026 |
| Young's Market Company | Tucson | AZ | 03/2011 | 07/2019 |
| Bank Of America, N.A. | Tucson | AZ | 09/2019 | 05/2026 |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name NBAZ Wealth Advisors - Inv Rel - At Reported Business Location (s) - Start Date : 06/2026 2. 06/2026 – Zions Wealth Advisors – DBA for LPL Business (entity for LPL business)– Inv Related – 160 Hour(s)/Month – 100 Hour(s) During Trading – At Reported Business Location (s) – OBA Start Date: : 6/8/2026 3. 06/2026 – COSSIO ENTERPRISES LLC– Real Estate Rental – Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Tucson AZ 85704 – OBA Start Date: 10/02/2014 4. 06/2026 – CB&T Wealth Advisors – DBA for LPL Business (entity for LPL business)– Inv Related – 160 Hour(s)/Month – 100 Hour(s) During Trading – At Reported Business Location (s)– OBA Start Date: 6/8/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-06 |
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