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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-14 |
| CA | RA | APPROVED | 2025-05-02 |
Branch Locations
575 W Chandler Blvd Ste 220, Chandler, AZ 85225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wise World Investment Planning | Chandler | AZ | 01/2015 | Present |
| Full Time Education | Gilbert | AZ | 07/2013 | 05/2021 |
| Lpl Financial Llc | Chandler | AZ | 09/2019 | Present |
1) 07/27/2023 - Wise World Investment Planning - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 80 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-08 |
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