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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-04 |
| AZ | RA | APPROVED | 2025-12-03 |
Branch Locations
500 E Rio Salado Pkwy Bldg 4 3 Fl, Tempe, AZ 85281 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc | Scottsdale | AZ | 07/2022 | 09/2023 |
| Upgrade, Inc | Phoenix | AZ | 06/2022 | 07/2022 |
| Ed Plus At Arizona State University | Scottsdale | AZ | 04/2021 | 05/2022 |
| University Of Phoenix | Phoenix | AZ | 12/2019 | 03/2021 |
| Aflac | Tempe | AZ | 10/2018 | 06/2020 |
| Western & Southern Life | Gilbert | AZ | 08/2019 | 12/2019 |
| Dish Network | Phoenix | AZ | 12/2018 | 08/2019 |
| Hilton Garden Inn | Manhattan | KS | 07/2015 | 08/2018 |
| Staples | Manhattan | KS | 10/2017 | 07/2018 |
| Kansas State University | Manhattan | KS | 08/2012 | 08/2018 |
| University Of Phoenix | Phoenix | AZ | 02/2020 | 09/2020 |
| Arizona State University | Tempe | AZ | 08/2021 | 05/2023 |
| University Of Missouri - Columbia | Columbia | MO | 08/2021 | Present |
| Instacart | Phoenix | AZ | 05/2022 | 10/2024 |
| Lpl Financial Llc | Tempe | AZ | 12/2024 | Present |
| Raise Recruiting - Epiq | Phoenix | AZ | 11/2023 | 09/2024 |
| Safeway | Phoenix | AZ | 08/2024 | 09/2025 |
1 - 10/2025 - Escapt Travels, LLC - Business Owner - Not Inv Related - 40 Hours/Month - Phoneix AZ - OBA Start Date: 5/21/2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-09 |
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