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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-07 |
| AZ | RA | APPROVED | 2026-07-06 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1635 N Greenfield Rd. Ste 138, Mesa, AZ 85205 • United States
1635 N Greenfield Rd. Suite 138,, Mesa, AZ 85205 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Gilbert | AZ | 01/1997 | 07/2026 |
| Plumb Realty | Mesa | AZ | 02/2006 | 12/2017 |
| Raymond James Financial Services Advisors, Inc | Mesa | AZ | 01/2009 | 07/2026 |
| Lpl Financial | Mesa | AZ | 07/2026 | Present |
1. 06/2026 - MWS - Real Estate Rental - Investment related - Mesa AZ 85205 - 01 Hrs/Mth - 00 Hrs During Trading - OBA start date: 01/03/2005 2. 06/2026 - Jay Massow - Non-Variable Insurance - Investment related - Mesa AZ 85205 - 01 Hrs/Mth - 00 Hrs During Trading - OBA start date: 01/01/2010 3. 06/2026 - Massow Wealth Strategies - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 10 Hrs/Mth - 00 Hrs During Trading - OBA start date: 7/6/2026 4. 06/2026 - GMA Properties LLC - Real Estate Rental - Investment related - Mesa AZ 85205 - 01 Hrs/Mth - 00 Hrs During Trading - OBA start date: 01/07/2005
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-13 |
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