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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-11-18 |
| TX | RA | APPROVED_RES | 2025-11-12 |
Branch Locations
500 E Rio Salado Pkwy Bldg 4 3 Fl, Tempe, AZ 85281 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 04/2014 | 08/2018 |
| Bank Of The West | Tempe | AZ | 08/2018 | 05/2022 |
| Bancwest Investment Services, Inc. | Tempe | AZ | 08/2018 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 05/2022 | 10/2024 |
| Bank Of America, N.A. | Phoenix | AZ | 06/2022 | 10/2024 |
| Lpl Financial Llc | Tempe | AZ | 11/2025 | Present |
| Unemployed | Tempe | AZ | 10/2024 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-01 |
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