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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-16 |
| AZ | RA | APPROVED | 2024-09-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Target | Phoenix | AZ | 08/2016 | 03/2017 |
| Target | Tucson | AZ | 03/2017 | 04/2017 |
| Sears | Tucson | AZ | 04/2017 | 06/2018 |
| Afni | Tucson | AZ | 06/2018 | 05/2019 |
| Wells Fargo | Tucson | AZ | 05/2019 | 05/2022 |
| Aspire Wealth Partners | Tucson | AZ | 05/2022 | Present |
| Lpl Financial Llc | Tucson | AZ | 05/2022 | Present |
1)04/22/2024 - Aspire Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 05/2024 - 150 Hr/Mth 2)04/22/2024 - Notary - State of AZ - Inv Rel - Start: 10/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-13 |
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