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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-05 |
Branch Locations
130 N Preston Road Ste 328, Prosper, TX 75078 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| New York Life Insurance Company | Dallas | TX | 03/2014 | 05/2017 |
| Nylife Securities Llc | Dallas | TX | 03/2014 | 05/2017 |
| Adell Financial Group, Llc | Frisco | TX | 09/2004 | 03/2020 |
| Massachusetts Mutual Life Insurance Company | Dallas | TX | 04/2017 | 06/2019 |
| Mml Investors Services, Llc | Dallas | TX | 06/2017 | 06/2019 |
| Pruco Securities, Llc | Irving | TX | 07/2019 | 03/2020 |
| The Prudential Insurance Company Of America | Irving | TX | 07/2019 | 03/2020 |
| Mass Mutual Life Insurance Company | Dallas | TX | 09/2021 | 04/2022 |
| Mml Investors Services Llc | Dallas | TX | 09/2021 | 04/2022 |
| Holistic Retirement Partners | Allen | TX | 03/2020 | Present |
| Park Avenue Securities | Plano | TX | 05/2022 | 08/2022 |
| Guardian Life Insurance Company | Plano | TX | 04/2022 | 08/2022 |
| Guardian Life Insurance Company | Frisco | TX | 08/2022 | 05/2025 |
| Park Avenue Securities | Frisco | TX | 08/2022 | 05/2025 |
| Guardian Life Insurance Company | Prosper | TX | 05/2025 | 05/2026 |
| Park Avenue Securities | Prosper | TX | 05/2025 | 05/2026 |
| Lpl Financial Llc | Prosper | TX | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-08-16 |
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