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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 02/2009 | 01/2023 |
| Global Wealth Advisors | Angleton | TX | 09/2013 | 01/2023 |
| Lpl Financial Llc | Lake Jackson | TX | 01/2023 | Present |
1)01/24/2023 - Pentangle Wealth - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2023 - 160 Hr/Mth 2)01/03/2023 - Elliott Wealth Management LLC - Real Estate Rental - Inv Rel - Katy, TX - Start: 03/01/20080
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-06-26 |
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