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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-26 |
| AZ | RA | APPROVED | 2025-05-01 |
Branch Locations
3 disclosure categories 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sun City | AZ | 10/2012 | 10/2017 |
| Bank Of America, N.A. | Sun City | AZ | 03/2013 | 10/2017 |
| First Financial Equity Corporation | Surprise | AZ | 11/2017 | 03/2022 |
| Scf Securities, Inc. | Fresno | CA | 03/2022 | 05/2025 |
| Scf Investment Advisors, Inc. | Fresno | CA | 03/2022 | 05/2025 |
| Lpl Financial Llc | Surprise | AZ | 05/2025 | Present |
1- 05/2025 - City of Surprise - Politics/ Government - Councilmember - Investment Related - Surprise, AZ - Start Date 10/01/2017 - 60 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-29 |
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