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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2011-04-28 |
Branch Locations
1830 S Alma School Rd Ste 104, Mesa, AZ 85210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | San Tan Valley | AZ | 04/2011 | Present |
1. 04/21/2011: Copper Canyon Capital Group, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Shell account for tax and liability purposes. Will not be held out to the public. 2. 04/21/2011: Black, Gould & Associates - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Independent health insurance agent. 3. 6/12/2012: Copper Canyon Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 9/4/2012: Copper Canyon Insurance Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 5. 9/7/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Independent Insurance Agent - Started 09/15/2017 - 10 Hours Per Month/1 Hour During Securities Trading. 6. 07/15/2022 - First Responder Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/08/2022 - 0 Hours Per Month/0 Hours During Securities Trading. 7. 07/15/2022 - Copper Canyon Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/08/2022 - 0 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-09 |
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