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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-03 |
Branch Locations
426 North 44Th St Ste 115, Phoenix, AZ 85008 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southwest Wealth Advisory Group | Phoenix | AZ | 01/2025 | Present |
| Arizona State University | Tempe | AZ | 08/2024 | 01/2025 |
| Ace Industrial Supply | Gilbert | AZ | 01/2022 | 08/2024 |
| First Watch | Tempe | AZ | 04/2021 | 01/2022 |
| Handlebar | Tempe | AZ | 08/2014 | 04/2021 |
| Lpl Financial | Phoenix | AZ | 10/2025 | Present |
1. 01/2026 - Southwest Wealth Advisory Group - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 02/03/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-12 |
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