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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-10-02 |
| TX | RA | APPROVED_RES | 2024-10-02 |
Branch Locations
8687 E Via De Ventura Ste 200, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | Scottsdale | AZ | 12/2015 | 07/2017 |
| Mml Investors Services, Llc | Scottsdale | AZ | 03/2017 | 07/2017 |
| Ameriprise Financial Services Inc | Scottsdale | AZ | 07/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Scottsdale | AZ | 03/2020 | 10/2024 |
| Lpl Financial Llc | Scottsdale | AZ | 10/2024 | Present |
1) 08/2024 - PROGRESSIVE FINANCIAL CONCEPTS / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 2) 08/2024 - Michael Otradovec / Non-Variable Insurance / Inv. Related / SCOTTSDALE, AZ / Start date 09/05/2024 - 5 Hrs per month - 5 % Time Spent 3) 08/2024 - THE WEALTH CONSULTING GROUP / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 4) 12/26/2025 - Michael R Otradovec LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-05 |
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