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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-13 |
| NE | RA | APPROVED | 2025-02-13 |
| NV | RA | APPROVED | 2025-02-13 |
| WI | RA | APPROVED | 2025-02-13 |
| TX | RA | APPROVED | 2021-04-19 |
| AZ | RA | APPROVED | 2017-11-29 |
| ME | RA | APPROVED | 2017-11-29 |
| MO | RA | APPROVED | 2017-11-29 |
| NC | RA | APPROVED | 2017-11-29 |
Branch Locations
5225 N Central Ave Ste 115, Phoenix, AZ 85012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Phoenix | AZ | 01/2009 | 11/2017 |
| Lpl Financial Llc | Phoenix | AZ | 11/2017 | Present |
1. 11/29/2017 - O'Neil Advisory LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - CFP offering insurance investment planning - Start Date 02/1986 - 80 Hours Per Month/0 Hours During Securities Trading - Life, Med, Fixed annuitiy.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-07-09 |
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