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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-04 |
| TX | RA | APPROVED | 2023-04-03 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
7500 E. Pinnacle Peak Rd Suite A-104, Scottsdale, AZ 85255 • United States
7500 E. Pinnacle Peak Rd.SUite A-104, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 07/2010 | 04/2023 |
| Pro Financial Investment Coaching | Chandler | AZ | 04/2011 | 10/2016 |
| One2One Wealth Strategies | Scottsdale | AZ | 10/2016 | Present |
| Lpl Financial Llc | Scottsdale | AZ | 04/2023 | Present |
1- 10/2016 / ONE20NE WEALTH STRATEGIES / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / SCOTTSDALE, AZ 2- 06/2013 / JENSEN FINANCIAL, LLC / Business Entity For Tax/Investment Purposes Only / NON INVESTMENT RELATED / CHANDLER, AZ 3- 11/2008 / REAL ESTATE RENTAL / INVESTMENT RELATED / 7807 Kachina Dr Tempe, AZ 85284- 1793 Maricopa County 4- 4/3/2023 - ONE20NE REAL ESTATE HOLDINGS, LLC - Not Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date - 03/01/2021 - 0 Hours Per Month/0 Hours During Securities Trading - Time Spent 0%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-05 |
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