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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-07-25 |
| TX | RA | APPROVED | 2024-03-14 |
Branch Locations
114 N Ohio Street Suite 201, Celina, TX 75009 • United States
205 W Lamberth Rd Suite 700, Sherman, TX 75092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2000 | 03/2024 |
| Lpl Financial Llc | Celina | TX | 03/2024 | Present |
1- 03/2024 / Merchant Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 10/29/2025 - Simplicity - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 05/06/2025 - 1 hour per month/ during trading 3- 02/27/2026 - Merchant Wealth Management - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 02/25/2026 - 5 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-07 |
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