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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-13 |
Branch Locations
5900 S. Lake Forest Dr #360, Mckinney, TX 75070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Mckinney | TX | 05/2014 | 06/2024 |
| Securities America Advisors | Mckinney | TX | 05/2014 | 06/2024 |
| Osaic Wealth, Inc. | Dallas | TX | 06/2024 | 09/2024 |
| Osaic Wealth, Inc. | Dallas | TX | 06/2024 | 09/2024 |
| Lpl Financial Llc | Mckinney | TX | 09/2024 | Present |
1 - 08/29/2024 - Project Tico LLC - Real Estate Rental - Inv Related - TX 75024 - OBA Start Date: 01/01/2018. 2 - 08/29/2024 - GreenPoint Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 3 - 08/29/2024 - GreenPoint Wealth Management - Non-Variable Insurance - Inv Related - 1 Hour/Month - TX 75238 - OBA Start Date: 05/23/2014.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-22 |
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