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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-01 |
Branch Locations
2600 Dallas Pkwy Ste 520 Ste 520, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Dallas | TX | 03/2011 | 07/2022 |
| Advisor Resource Council (Formerly: 360 Wealth Management, Llc) | Dallas | TX | 01/2013 | 02/2020 |
| Scf Securities, Inc. | Fresno | CA | 07/2022 | 05/2025 |
| Scf Investment Advisors, Inc. | Fresno | CA | 07/2022 | 05/2025 |
| Lpl Financial Llc | Frisco | TX | 05/2025 | Present |
1. 5/2025 - Dallas Financial Wholesalers - Non-Variable Insurance - INV REL - At Reported Business Location - Start Date 10/27/2021 - 3hrs/MTH 2. 5/2025 - Tennyson Advisory Group - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location - Start Date 01/01/2018 - 160hrs/MTH 3. 5/2025 - TAG Wealth Management - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location - Start Date 01/01/2018 - 160hrs/MTH 4. 06/04/2025 - Texas State Financial, Inc. - Business Entity For Tax/Investment Purposes Only - Not investment Related - Home Based - Start Date 04/01/2011 - 4 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-25 |
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