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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-07-22 |
| OK | RA | APPROVED | 2024-07-05 |
| TX | RA | APPROVED | 2024-07-05 |
Branch Locations
9375 E Shea Blvd, Ste 100, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Scottsdale | AZ | 04/2016 | 07/2024 |
| Lpl Financial Llc | Scottsdale | AZ | 07/2024 | Present |
1) 06/05/2024 - IRON HORSE FAMILY FOREST LLC. - Real Estate Rental - Co-owner - ID 83805 & OK. 74003 - Investment related - 10 Hours per month - Start date: 01/01/2017. 2) 06/05/2024 - Tower 68 Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 30 Hours per month. 3) 06/05/2024 - Iron Horse Family Forest, LLC - Business Owner - Co-owner/Managing Partner - ID 83805 - Non investment related - 3 Hours per month - Start date: 02/01/2017. 4) 06/05/2024 - Real Estate Rental - owner - AZ 85258 - Investment related - 1 Hour per month - Start date: 03/01/2022.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-14 |
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