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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-22 |
Branch Locations
16326 West Yuma Rd, Goodyear, AZ 85338 • United States
302 E Mcdowell Rd, Phoenix, AZ 85004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Glendale | AZ | 05/2026 | Present |
| Mountain America Credit Union | Glendale | AZ | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 09/2019 | 04/2021 |
| Enterprise Rent A Car | Williamsville & Cheektowaga | NY | 03/2015 | 09/2017 |
| Geico | Getzville | NY | 06/2017 | 11/2018 |
| The Hartford | Scottsdale | AZ | 11/2018 | 06/2019 |
| Unemployed | Scottsdale | AZ | 07/2019 | 09/2019 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 04/2021 | 06/2022 |
| Assetmark Financial Holdings, Inc. | Phoenix | AZ | 06/2022 | 10/2022 |
| Assetmark Brokerage, Llc | Phoenix | AZ | 06/2022 | 10/2022 |
| J.P. Morgan Securities Llc | Tempe | AZ | 01/2024 | 06/2024 |
| Uber | Peoria | AZ | 06/2023 | 01/2024 |
| Desert Diamond Casinos | Glendale | AZ | 05/2023 | 05/2023 |
| Unemployed | Peoria | AZ | 11/2022 | 04/2023 |
| Key Investment Services, Llc | Brooklyn | OH | 06/2024 | 04/2026 |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Mountain America Investment Services - Inv Rel - At Reported Business Location (s) - Start Date :05/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-19 |
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