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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-02-03 |
| WA | RA | APPROVED | 2025-01-31 |
Branch Locations
Bellingham, WA • United States
Chino Valley, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forever Forward Llc | Prescott | AZ | 08/2017 | 05/2023 |
| Jade Dragon Global | Orlando | FL | 08/2018 | 03/2020 |
| Planet Fitness | Eustis | FL | 02/2019 | 03/2020 |
| Microsoft(Contract) | Evansville | IN | 05/2015 | 08/2018 |
| Thrivent Investment Management Inc. | Prescott | AZ | 11/2023 | 08/2024 |
| Self Employed | Prescott | AZ | 05/2023 | 12/2023 |
| Thrivent Financial | Appleton | WI | 12/2023 | 06/2024 |
| Thrivent Financial | Appleton | WI | 06/2024 | 08/2024 |
| Montoya Wealth Management | Prescott | AZ | 08/2024 | 01/2025 |
| Usps Highway Contractor | Dewey | AZ | 10/2024 | 01/2025 |
| Lpl Financial Llc | Bellingham | WA | 01/2025 | Present |
1)01/29/2025 - MODELING/ACTING/FILM - Photography/Film - Character Portrayal; Models Property and Clothing. - Non-Inv Rel - Chino Valley, AZ - Start: 05/2019 - 8 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-07 |
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