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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-02 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Amarillo | TX | 04/2000 | 08/2023 |
| Bank Of America, Na | Amarillo | TX | 09/2009 | 08/2023 |
| Lpl Financial Llc | Amarillo | TX | 08/2023 | Present |
1) 07/27/2023 - Balakebail INC - Business Entity For Tax/Investment Purposes Only - TX 79101 - Non investment related - 50 Hours per month - Start date: 7/13/2023. 2) 07/27/2023 - Condo Rental - Real Estate Rental - Co-owner - NM 87710 - Investment related - 7 Hours per month - Start date: 12/13/2019. 3) 07/27/2023 - B&B LLC - Business Entity For Tax/Investment Purposes Only - Business Entity for Real Estate Rental - NM 87710 - Non investment related - 7 Hours per month - Start date: 4/5/2020. 4) 02/04/2025 - Veritas Legacy Wealth LPL - Investment Related - Non-Variable Insurance - Village CA - Start Date:01/01/2025 -1 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-06 |
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