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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriflex Financial Services - Gilbert | Gilbert | AZ | 03/2023 | 11/2024 |
| Stndrd Financial, Llc | Mesa | AZ | 11/2022 | 03/2023 |
| Black Angus Steakhouse | Chandler | AZ | 08/2022 | 11/2022 |
| Castle Pines Golf Club | Castle Rock | CO | 06/2020 | 08/2023 |
| Arizona State University | Tempe | AZ | 08/2018 | 05/2022 |
| Douglas County High School | Castle Rock | CO | 08/2014 | 07/2018 |
| Sagepoint Financial Inc | Gilbert | AZ | 08/2023 | 09/2023 |
| Osaic Wealth, Inc. | Gilbert | AZ | 09/2023 | 11/2024 |
| Trustage | Madison | WI | 11/2024 | Present |
| Lpl Financial Llc | Madison | WI | 11/2024 | Present |
1- 11/2024 - Benjamin P DeBenedictis - Notary - Investment Related - At Reported Business Location(s) - Start Date 05/21/2023 - 1 Hour Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-19 |
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