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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-27 |
Branch Locations
22237 S Ellsworth Rd, Queen Creek, AZ 85142 • United States
1300 N Mcclintock Dr Ste A, Chandler, AZ 85226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Chandler | AZ | 10/2025 | Present |
| East Valley Senior Care Llc | Tempe | AZ | 10/2019 | 09/2025 |
| Lockton Insurance | Scottsdale | AZ | 10/2018 | 10/2019 |
| Brown And Brown Insurance Of Arizona | Phoenix | AZ | 08/2015 | 10/2018 |
1. 10/13/2025 / Modernize Wealth / DBA for LPL Business (entity for LPL business) / Yes Inv related / 160 Hours per month / 8 Hours during trading / At reported business location (s). 2. 10/13/2025 / Arizona Central Credit Union /Non-Profit Board Member / Supervisory Board Member / Not Inv related / 3 Hours per month / 07/01/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-22 |
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