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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2023-05-15 |
Branch Locations
625 Schemmer Dr, Ste A, Prescott, AZ 86305 • United States
1980 E River Rd Suite 100, Tucson, AZ 85718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services | Tucson | AZ | 03/2017 | 10/2021 |
| Success Mortgage Partners | Plymouth | MI | 06/2016 | 03/2017 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 10/2021 |
| Lpl Financial Llc | Tucson | AZ | 11/2021 | Present |
1) 07/02/2025 - Adara Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:04/01/2022 - 160 Hrs/Mth - 160 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-30 |
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