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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-03 |
| CA | RA | APPROVED | 2025-12-03 |
Branch Locations
20622 N Cave Creek Rd Ste 122, Phoenix, AZ 85024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time High School Student | Cave Creek | AZ | 08/2016 | 05/2020 |
| Ymca | Cave Creek | AZ | 09/2019 | 03/2020 |
| Unemployed | Cave Creek | AZ | 05/2020 | 05/2021 |
| Northern Arizona University F.C.B. Undergraduate Program | Flagstaff | AZ | 08/2020 | 05/2024 |
| Lowe's Home Improvement | Cave Creek | AZ | 05/2021 | 08/2021 |
| Safeway | Cave Creek | AZ | 05/2022 | 08/2022 |
| Big Lots | Flagstaff | AZ | 02/2023 | 05/2023 |
| Big Lots | Flagstaff | AZ | 05/2024 | 08/2024 |
| Northern Arizona University F.C.B. Graduate Program | Flagstaff | AZ | 08/2024 | 05/2025 |
| Northern Arizona University Franke College Of Business | Flagstaff | AZ | 08/2024 | 05/2025 |
| Unemployed | Cave Creek | AZ | 05/2025 | 06/2025 |
| American Financial Associates | Cave Creek | AZ | 06/2025 | Present |
| Lpl Financial | Phoenix | AZ | 06/2025 | Present |
1)09/04/2025 - American Financial Associate -DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)09/04/2025 - American Financial Services - Business Entity For Tax prep/Accounting/CPA - Offer tax document preparation and delivery, income tax return preparation, tax analysis - Inv Rel - At Reported Business Location(s) - Start: 09/2025 - 16 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-02 |
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