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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-29 |
Branch Locations
2030 E Speedway Blvd Ste 220, Tucson, AZ 85719 • 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 |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Grayslake | IL | 08/2015 | 11/2018 |
| Mml Investors Services, Llc | Grayslake | IL | 10/2015 | 11/2018 |
| Massmutual | Springfield | MA | 12/2018 | 07/2022 |
| Mml Investors Services, Llc | Bensenville | IL | 10/2019 | 07/2022 |
| Ameriprise Financial Services, Llc | Tucson | AZ | 07/2022 | 01/2026 |
| Lpl Financial Llc | Tucson | AZ | 01/2026 | Present |
1. 01/2026 - Hermann Enterprises - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - Tucson, AZ 85750 - OBA Start Date: 11/01/2024 2. 01/2026 - Hermann Enterprises - Real Estate Rental - Investment Related - 1 Hrs/Mth - 1 Hrs During Trading - Bartlett, IL 60103 - OBA Start Date: 04/01/2001 3. 01/2026 - CONSILIUM WEALTH - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 01/20/2026 4. 01/2026 - Evexias Health Solutions - Outside/W-2 Employment - Not Investment Related - 40 Hrs/Mth - 40 Hrs During Trading - Tucson, AZ 85750 - OBA Start Date: 11/01/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-01 |
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