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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-19 |
| CA | RA | APPROVED | 2026-05-11 |
| OR | RA | APPROVED | 2026-05-08 |
| TX | RA | APPROVED | 2026-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alpha Cubed Investments, Llc | Irvine | CA | 06/2024 | 01/2026 |
| Gradguard | Phoenix | AZ | 05/2023 | 05/2024 |
| Arizona State University Office Of Planning & Budget | Tempe | AZ | 08/2023 | 01/2024 |
| Arizona State University | Tempe | AZ | 08/2020 | 05/2024 |
| Brophy College Preparatory School | Phoenix | AZ | 08/2016 | 05/2020 |
| Dynamic Wealth Advisors Dba Lifemanaged | Phoenix | AZ | 01/2023 | 06/2023 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 01/2026 | 05/2026 |
| Lpl Financial Llc | Phoenix | AZ | 05/2026 | Present |
1. 05/2026 - The Summit Financial Strategies, Inc. - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 5/8/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-06-23 |
| S65 | Uniform Investment Adviser Law Examination | 2024-06-21 |
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