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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-07 |
Branch Locations
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | San Diego | CA | 09/2007 | 12/2022 |
| Lpl Financial Llc | Vista | CA | 12/2022 | Present |
| Mariner Independent Advisor Network, Llc | Sacramento | CA | 01/2022 | Present |
| Msec, Llc | Overland Park | KS | 04/2025 | Present |
| Osaic Wealth Inc | Scottsdale | AZ | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-27 |
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