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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-11-15 |
Branch Locations
575 W Chandler Blvd Ste 220, Chandler, AZ 85225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2022 | 08/2022 |
| Greatest Value | Chandler | AZ | 08/2019 | 04/2022 |
| Courier | Chandler | AZ | 08/2019 | Present |
| Wellgenix Health | Tempe | AZ | 01/2011 | 08/2019 |
| Lpl Financial Llc | Chandler | AZ | 11/2022 | Present |
1) 11/08/2022 - Wise World Investment Planning - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start date: 11/02/2022. 2) 11/08/2022 - part time Courier for Grub hub, Insta cart, Uber - Non investment related - 120 hours per month - Start date: 11/02/2022. 3) 07/01/2024 - Other - Reseller - Not Investment Related - Home Based - Start Date 03/01/2024 - 15 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-15 |
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