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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-23 |
Branch Locations
8256 W Cactus Rd Ste D-132, Peoria, AZ 85381-5232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fellows Tax & Financial Service | Peoria | AZ | 06/2000 | Present |
| Lpl Financial | Peoria | AZ | 11/2008 | Present |
1. 11/12/2008 - NON-VARIABLE INSURANCE DBA - FELLOWS TAX & FINANCIAL SERVICE - TIME SPENT 40% - GLENDALE, AZ. 2. 11/12/2008-TAX PREP/ACCOUNTING/BOOKKEEPING - FELLOWS TAX & FINANCIAL SERVICE - TIME SPENT 60% - GLENDALE, AZ. 3. 01/04/2021 - FTF Properties LLC - Investment Related - 8256 W Cactus Road, Suite D-132, Peoria, AZ 85381 - Real Estate Rental - Start Date: 4/1/2021 - 1 Hours Per Month/0 Hours During Securities Trading. 4. 11/22/2023 - Real Estate Rental: Veritas Tax Services - At Reported Business Location(s) - Start Date 07/01/2017 - 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-01-20 |
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