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5910 North Central Expressway Suite 1450, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-04-21 |
Branch Locations
5910 North Central Expressway Suite 1450, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Charlotte | NC | 09/2013 | 01/2019 |
| U.S. Bank | York | SC | 01/2019 | 04/2026 |
| U.S. Bancorp Investments, Inc. | Charlotte | NC | 04/2019 | 02/2026 |
| U.S. Bancorp Advisors, Llc | York | SC | 02/2026 | 04/2026 |
| U.S. Bancorp Investments, Inc. | York | SC | 03/2026 | 04/2026 |
| Digital Wealth Partners, Llc | Dallas | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-03 |
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