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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-03 |
| TX | RA | APPROVED | 2025-12-03 |
Branch Locations
500 E Rio Salado Pkwy Bldg 4 3 Fl, Tempe, AZ 85281 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc | Scottsdale | AZ | 02/2024 | 11/2025 |
| Wolvington Vending, Llc | Phoenix | AZ | 06/2023 | Present |
| Drata, Inc | Phoenix | AZ | 02/2023 | 09/2023 |
| Vanta | Sandy | UT | 04/2022 | 06/2022 |
| Egnyte | Sandy | UT | 10/2021 | 03/2022 |
| Talkdesk | Lehi | UT | 04/2019 | 02/2020 |
| Continental Bank | Salt Lake City | UT | 01/2018 | 03/2019 |
| Utah State University | Logan | UT | 08/2014 | 12/2017 |
| Zions Bancorp | Salt Lake City | UT | 06/2017 | 08/2017 |
| Vanta | Phoenix | AZ | 07/2022 | 12/2022 |
| Talkdesk | Sandy | UT | 02/2020 | 09/2021 |
| Lpl Financial Llc | Tempe | AZ | 12/2025 | Present |
1) 11/21/2025- Wolving Vending LLC- Business Owner - vending service - Non-Inv. Related- Phoenix, AZ - start date 6/2023- 20hrs/mth/0 during trading 2) 11/21/2025- Cactus Creek Academy LLC- Business Co-Owner/ Preschool - Inv. Related- Phoenix, AZ - start date 9/15/2025- 20hrs/mth/0 during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-22 |
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