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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-06-18 |
| TX | RA | APPROVED_RES | 2024-06-14 |
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 |
|---|---|---|---|---|
| Principal Life Insurance Company | Tucson | AZ | 06/2018 | 06/2024 |
| Principal Securities Inc | Tucson | AZ | 06/2018 | 06/2024 |
| Grand Canyon University | Phoenix | AZ | 10/2016 | 06/2018 |
| Vetrano Financial Services | Tucson | AZ | 05/2017 | 08/2017 |
| Omni Tucson National | Tucson | AZ | 05/2015 | 08/2017 |
| Prca | Tucson | AZ | 01/2008 | 04/2018 |
| Grand Canyon University | Phoenix | AZ | 08/2014 | 05/2018 |
| Vetrano Financial Services | Tuscon | AZ | 12/2018 | 06/2024 |
| Lpl Financial Llc | Tucson | AZ | 06/2024 | Present |
1) 06/05/2024 - Adara Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-25 |
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