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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-01-30 |
| TX | RA | APPROVED | 2022-09-20 |
Branch Locations
One South Main Street, Salt Lake City, UT 84133 • United States
6001 North 24Th Street, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Phoenix | AZ | 03/2015 | Present |
| National Bank Of Arizona | Scottsdale | AZ | 03/2015 | Present |
1. 07/03/2015 ZIONS TRUST - INV REL - 4040 E CAMELBACK RD, PHOENIX, AZ 85018 - FINANCIAL INSTITUTION DUTY - START 06/30/2015 - 5 HOURS PER MONTH, 5 DURING TRADING - MANAGER/BUSINESS DEVELOPMENT OFFICER 2. 07/22/2015 - ZIONS CAPITAL ADVISORS - INV REL - 4040 E CAMELBACK RD., SUITE 100 | PHOENIX, AZ 85018 - FINANCIAL INSTITUTION DUTY START 07/31/2015 - 5 HOURS PER MONTH, 5 DURING TRADING - MANAGER/BUSINESS DEVELOPMENT OFFICER FOR CUSTOMERS 3. 04/19/2016 * Poure Holdings LLC * Real Estate Rental * NOT INV REL * 3630 Lynwood Drive Carnelian Bay CA 96140 is a second home for my wife Stephanie and I, but we have decided starting in June of this year we will turn it into a vacation rental. * START 06/01/2016 * 2 HRS/MO; 0 HRS DURING SECS TRDG HRS. 4. 08/03/2016 * NB|AZ Wealth Advisors * DBA for LPL Business (entity for LPL business) * INV REL * 4040 E Camelback Rd, Phoenix, AZ 85018 * START 08/02/2016 * 40 HRS/MO DURING SECS TRDG HRS. 5. 02/05/2024 - Zions Wealth Advisors - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 1/29/2024 - 4 Hrs/mo; 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-07-17 |
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