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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-06 |
| TX | RA | APPROVED | 2026-07-06 |
Branch Locations
1635 N Greenfield Rd. Ste 138, Mesa, AZ 85205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Mesa | AZ | 05/2005 | 07/2026 |
| Raymond James Financial Services Advisors, Inc | Mesa | AZ | 01/2009 | 07/2026 |
| Lpl Financial | Mesa | AZ | 07/2026 | Present |
1. 06/2026 - Massow Wealth Strategies - DBA for LPL Business (entity for LPL business) - Inv Related – 150 Hour(s)/Month – 150 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 7/6/2026 2. 06/2026 - Brimhall Financial Group - Business Entity For Tax/Investment Purposes Only - Not Inv Related – 150 Hour(s)/Month – 150 Hour(s) During Trading – Mesa, AZ, 85205 – OBA Start Date: 05/01/2005
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-20 |
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