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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Orange | TX | 11/2012 | 03/2026 |
| Lpl Financial | Orange | TX | 03/2026 | Present |
1. 03/2026 - Cowling & Burtsfield Wealth Management, LLC 401K - Act in a Fiduciary Capacity - Inv Related - 5 Hour(s)/Month - 5 Hour(s) During Trading - Orange, TX, 77630 - OBA Start Date: 11/27/2012. 2. 03/2026 - River Trust Capital Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 120 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 03/27/2026. 3. 03/2026 - Burtsfield Enterprises LLC - Business Entity For Tax/Investment Purposes Only - Inv Related - 5 Hour(s)/Month - 5 Hour(s) During Trading - Orange, TX, 77630 - OBA Start Date: 12/08/2014.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-04 |
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