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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-05 |
Branch Locations
11333 N Scottsdale Rd Ste 295, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Scottsdale | AZ | 02/2025 | Present |
| Wealth Enhancement Group | Plymouth | MN | 05/2023 | 02/2025 |
| Wealth Enhancement Group | Plymouth | MN | 05/2022 | 08/2022 |
| Arizona State University | Tempe | AZ | 08/2021 | 05/2025 |
| 6Smith | Wayzata | MN | 07/2020 | 08/2021 |
| Mound Westonka High School | Minnetrista | MN | 09/2016 | 06/2021 |
| Unemployed | Mound | MN | 06/2016 | 09/2016 |
1. 10/2025 - Depop - Business Owner - Not Inv Related - 2 Hour(s)/Month - 0 Hour(s) During Trading - Scottsdale AZ 85257 - OBA Start Date: 01/01/2025 2. 10/2025 - WATERMARK WEALTH STRATEGIES LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 8 Hour(s) During Trading -At Reported Business Location (s) - OBA Start Date: 10/3/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-03 |
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