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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-11-14 |
Branch Locations
22024 S Ellisworth Loop Rd, Queen Creek, AZ 85142 • United States
4917 S Power Rd, Mesa, AZ 85212 • United States
16326 West Yuma Rd, Goodyear, AZ 85338 • United States
5910 West Northern Ave, Glendale, AZ 85301 • United States
3471 West Frye Road., Chandler, AZ 85226 • United States
3565 South Gilbert Road, Gilbert, AZ 85297 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Sandy | UT | 04/2011 | 02/2019 |
| Wells Fargo Advisors, Llc. | Sandy | UT | 09/2016 | 02/2019 |
| Mountain American Credit Union | West Jordan | UT | 02/2019 | 04/2022 |
| Lpl Financial Llc | West Jordan | UT | 02/2019 | 04/2022 |
| Raymond James Financial Services, Inc. | Phoenix | AZ | 04/2022 | 11/2022 |
| Raymond James Financial Services Advisors, Inc. | Phoenix | AZ | 04/2022 | 11/2022 |
| Desert Financial Credit Union | Mesa | AZ | 04/2022 | 11/2022 |
| Desert Financial Wealth Management | Mesa | AZ | 04/2022 | 11/2022 |
| Desert Financial Wealth Management | Mesa | AZ | 04/2022 | 11/2022 |
| Desert Financial Wealth Management | Mesa | AZ | 04/2022 | 11/2022 |
| Mountain America Cu | Gilbert | AZ | 11/2022 | Present |
| Lpl Financial Llc | Gilbert | AZ | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-21 |
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