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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-02 |
Branch Locations
8600 E Anderson Dr Ste 240, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Scottsdale | AZ | 06/2026 | Present |
| Bank Of America, N.A. | Beaverton | OR | 06/2016 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beaverton | OR | 06/2016 | 01/2017 |
| Ameriprise Financial Services Inc | Peoria | AZ | 02/2017 | 12/2021 |
| Ameriprise Financial Services, Llc | Lake Oswego | OR | 01/2022 | 05/2026 |
1. 05/2026 - Godfrey Legacy Financial LLC - Business Entity For Tax/Investment Purposes Only - Inv Related – 160 Hour(s)/Month – 120 Hour(s) During Trading – Phoenix AZ 85050 – OBA Start Date: 05/20/2026 2. 05/2026 - Godfrey Legacy LLC - Real Estate Rental - Inv Related – 1 Hour(s)/Month – 0 Hour(s) During Trading – Anthem AZ 85086 – OBA Start Date: 10/21/2021 3. 05/2026 - EFG Family Investments - Real Estate Rental - Inv Related – 1 Hour(s)/Month – 0 Hour(s) During Trading – Phoenix AZ 85085 – OBA Start Date: 07/07/2023 4. 05/2026 - Sampson Capital Advisors, LLC - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 120 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/1/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-23 |
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