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1095 West Rio Salado Parkway Suite 101, Tempe, AZ 85281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-30 |
Branch Locations
1095 West Rio Salado Parkway Suite 101, Tempe, AZ 85281 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Tempe | AZ | 02/2025 | Present |
| Select Medical Corporation | Gilbert | AZ | 07/2016 | 03/2025 |
| Banner Health | Mesa | AZ | 07/2016 | 02/2021 |
| Jg Financial Services | Mesa | AZ | 04/2025 | Present |
| Graystone Partners Wealth Management, Llc | Tempe | AZ | 06/2025 | Present |
1 - 03/2025 - Graystone Partners Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 100 Hours/Month - 25 Hours During Trading - At reported business location(s). 2 - 04/2025 - JG Financial Services - Outside/W-2 Employment - Not Inv Related - 40 Hours/Month - AZ 85281 - OBA Start Date: 04/01/2025. 3- 01/20/2026 - Graystone Partners Wealth Management,LLC - Registered Investment Advisor Hybrid - Financial Advisor/Owner - Investment Related - At Reported Business Location(s) - Start Date 03/18/2025 - 100 hours per month/ during trading - I provide investment advisory services through Graystone Partners Wealth Management, an independent investment advisor firm. I started this business activity in 1/2026. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4- 02/04/2026 - Bowyer Financial - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 01/12/2026 - 40 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-25 |
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