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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-15 |
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, Inc. | Meza | AZ | 04/2020 | 07/2026 |
| Bradley University | Peoria | IL | 08/2016 | 05/2020 |
| Massow Wealth Strategies | Mesa | AZ | 07/2020 | Present |
| Raymond James Financial Services Advisors, Inc | Meza | AZ | 08/2024 | 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 – 160 Hour(s)/Month – 120 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 7/6/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-07-07 |
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