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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Centaurus Financial | Anaheim | CA | 11/2014 | 04/2017 |
| Royal Alliance Associates | New York | NY | 04/2017 | 04/2024 |
| Lpl Financial Llc | Scottsdale | AZ | 04/2024 | Present |
1) 03/18/2024 - MEACHAM FINANCIAL CONSULTANTS LLC - Non-Variable Insurance - Selling: Health Ins and Medicare supplements - AZ. 85255 - Investment related - 5 Hours per month - Start date: 02/12/2016. 2) 03/18/2024 - Meacham Financial Consultants, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-10-19 |
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