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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-15 |
| AZ | RA | APPROVED | 2025-08-29 |
Branch Locations
2131 East Broadway Suite 29, Tempe, AZ 85282 • 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 |
|---|---|---|---|---|
| Hershenberg & Stone-Walsh Insurance Services | Tempe | AZ | 08/2017 | Present |
| Hershenberg Financial | Tempe | AZ | 08/2017 | Present |
| Independent Photographer | Tempe | AZ | 01/2015 | 08/2017 |
| Woodbury Financial Services Inc | Tempe | AZ | 08/2022 | 01/2024 |
| Osaic Wealth, Inc. | Tempe | AZ | 01/2024 | 08/2025 |
| Lpl Financial | Tempe | AZ | 08/2025 | Present |
1. 08/2025 - Joseph Sidman -Non-Variable Insurance - Non-Variable Insurance - Investment Related - 2 Hour/Month - 1 Hour During Month - Tempe AZ 85282 - OBA Start Date: 01/01/2024 2. 08/2025 - Hershenberg Financial & Employee Benefits - DBA for LPL Business (entity for LPL business) - Investment Related - 120 Hour/Month - 6 Hour During Month - At Reported business location(s) - OBA Start Date: 8/27/2025 3. 08/2025 - Joseph Sidman, Notary - Notary - Investment Related - 1 Hour/Month - 1 Hour During Month - Tempe AZ 85282 - OBA Start Date: 01/01/2019 4. 08/2025 - Hershenberg & Stone - Walsh Insurance Srvices - Insurance Agency - Investment Related - 30 Hour/Month - 5 Hour During Month - Tempe AZ 85282 - OBA Start Date: 08/01/2015
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-23 |
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