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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-04 |
| TX | RA | APPROVED_RES | 2024-10-14 |
| IL | RA | APPROVED | 2022-09-14 |
Branch Locations
3775 W. Orange Grove Road, Tucson, AZ 85741 • United States
3041 S. Kinney Rd, Tucson, AZ 85713 • United States
3175 N Swan Rd, Tucson, AZ 85712 • United States
1171 E Rancho Vistoso Blvd Ste 101, Oro Valley, AZ 85755 • United States
270 W Continental Rd, Green Valley, AZ 85614 • United States
7225 N Oracle Rd 2Nd Floor, Tucson, AZ 85704 • United States
1200 N Wilmot Rd, Tucson, AZ 85712 • United States
10655 N Oracle Road, Oro Valley, AZ 85737 • United States
63701 E Saddlebrook Blvd Ste A, Tucson, AZ 85614 • United States
1755 East Skyline Drive, Tucson, AZ 85718 • United States
Tucson, AZ • United States
35 N Houghton, Tucson, AZ 85748 • United States
4380 N Campbell Ave, Tucson, AZ 85718 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Bank Of The West | Oro Valley | AZ | 08/2014 | Present |
| Bancwest Investment Services, Inc. | Tucson | AZ | 10/2018 | Present |
1) 9/2022 - DBA for LPL Business (entity for LPL business) - BMO Investment Services - Investment Related - Oro Valley, AZ 85737 2) 1/2010 - Real Estate Rental - Prince Road Townhomes - Investment Related - 2525 East Prince Road Unit 15 Tuscon, AZ 85716
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-09 |
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