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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2022 | 10/2025 |
| Rocket Mortgage | Phoenix | AZ | 09/2016 | 05/2022 |
| Self Employed Realtor | Phoenix | AZ | 12/2015 | 09/2016 |
| Uber | Phoenix | AZ | 09/2015 | 09/2016 |
| Oneaz Credit Union | Phoenix | AZ | 11/2025 | Present |
| Lpl Financial Llc | Phoenix | AZ | 11/2025 | Present |
1) 11/03/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name OneAZ Wealth Management - Inv Related - At reported business location (s) -160 hrs per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-17 |
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