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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-09-23 |
| AZ | RA | APPROVED | 2024-09-19 |
| TX | RA | APPROVED_RES | 2024-09-16 |
Branch Locations
500 E Rio Salado Pkwy Bldg 4 3 Fl, Tempe, AZ 85281 • United States
1 disclosure category 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 | 11/2022 | 07/2024 |
| Bank Of America | Phoenix | AZ | 07/2022 | 10/2022 |
| Wells Fargo | Seattle | WA | 03/2020 | 04/2022 |
| University Of Washington | Seattle | WA | 01/2020 | 04/2022 |
| Qwick | Scottsdale | AZ | 05/2022 | 07/2023 |
| Chukar Cherries | Seattle | WA | 09/2019 | 01/2020 |
| Ballard Mailbox | Seattle | WA | 02/2020 | 03/2020 |
| Pierce College | Lakewood | WA | 09/2016 | 08/2019 |
| Tacoma Community College | Tacoma | WA | 09/2012 | 12/2018 |
| Lpl Financial Llc | Tempe | AZ | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-15 |
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