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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 |
| TX | RA | APPROVED | 2026-07-13 |
Branch Locations
11612 E Shea Blvd, Scottsdale, AZ 85259 • United States
7138 E. Thunderbird Road, Scottsdale, AZ 85254 • United States
28215 N Tatum Blvd, Cave Creek, AZ 85331 • United States
9333 N 90 Street, Scottsdale, AZ 85258 • United States
3102 S Sheridan Blvd, Denver, CO 80227 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 11/2016 | 10/2017 |
| Unemployed | Washington | DC | 06/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Washington | DC | 10/2017 | 03/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scottsdale | AZ | 03/2022 | 03/2023 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 03/2023 | 04/2024 |
| Self-Employed | Scottsdale | AZ | 01/2024 | 07/2026 |
| Bmo Bank Na | Scottsdale | AZ | 07/2026 | Present |
| Lpl Financial Llc | Scottsdale | AZ | 07/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name BMO Investment Services - Inv Rel - At Reported Business Location (s) - Start Date: 07/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-13 |
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