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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2008-01-18 |
| TX | RA | APPROVED | 2007-03-14 |
Branch Locations
4880 Long Prairie Rd. Ste 220, Flower Mound, TX 75028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Lewisville | TX | 01/2003 | Present |
(1) 10/20/2009 - HEALTH PROVIDER - NON-VARIABLE INSURANCE - INV REL - AT REPORTED BUSINESS LOCATION - BLUE CROSS BLUE SHIELD LICENSED AGENT - 5% TIME SPENT. (2) 3/2/2012 - NO BUSINESS NAME - OTHER-OIL & GAS LEASING - INV REL - AT REPORTED BUSINESS LOCATION - 163 ACRES OF LEASED OIL AND GAS PROPERTY USED FOR THE DRILLING BY XTO ENERGY IN FAULKNER COUNTY, AR - 1% TIME SPENT. (3) 04/27/2022 - John & Wendy's second home - Investment Related - Lewisville, TX - Real Estate Rental - Start Date - 04/06/2022 - 1 Hours Per Month/ 0 Hours During Securities Trading. 4) 04/24/2025 - North Texas Wealth Management - Investment Related - At reported Business location - DBA for LPL Business (entity for LPL business) - Start Date:04/15/2025 - 160 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-29 |
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