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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-09 |
| TX | RA | APPROVED | 2023-04-03 |
Branch Locations
7500 E Pinnacle Peak Rd Ste A104, Scottsdale, AZ 85255-3407 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pro Financial | Austin | TX | 07/2003 | 10/2016 |
| Planmember Securities Corporation | Carpinteria | CA | 05/2006 | 04/2023 |
| One2One Wealth Strategies | Scottsdale | AZ | 10/2016 | Present |
| Lpl Financial Llc | Scottsdale | AZ | 04/2023 | Present |
1.04/03/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name One2One Wealth Strategies; Investment Related; at Reported Business Location(s); Start Date 10/01/2016; 160hrs/mth; 8hrs during trading 2.04/03/2023; One2One Real Estate Holdings, LLC; Real Estate Rental; Not Investment Related; Scottsdale,AZ; Start Date 03/09/2021; 4hrs/mth; 1hrs during trading 3.04/03/2023; Young Financial Services, INC.; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 06/01/2021; 4hrs/mth; 2hrs during trading 4.04/03/2023; Non-Variable Insurance; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 04/01/2011; hrs/mth; hrs during trading 5.07/21/2026; Workforce Savings Alliance; Business Owner; Not Investment Related; Scottsdale,AZ; Start Date 04/01/2026; 10hrs/mth; 8hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-18 |
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