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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-22 |
| TX | RA | APPROVED | 2025-10-21 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Isagenix International Llc | Gilbert | AZ | 08/2007 | 08/2020 |
| Apisero | Chandler | AZ | 08/2020 | 02/2021 |
| Discount Tire | Scottsdale | AZ | 02/2021 | 10/2023 |
| Stockwell Consulting Llc | Gilbert | AZ | 10/2023 | Present |
| Lpl Financial | Gilbert | AZ | 02/2025 | Present |
1) 10/2025 - Payette River Financial Advisors / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 2) 10/2025 - Stockwell Consulting LLC / Businees Owner / owner / IT Consulting / Software Architecture & Development / Non Inv Related / Start date 11/01/2023 - 80 hrs per month - 20 % time spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-01 |
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