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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-24 |
Branch Locations
9800 Hillwood Pkwy Ste 140, Fort Worth, TX 76177 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 06/2010 | 01/2017 |
| Wells Fargo Advisors Financial Network, Llc | Hurst | TX | 01/2017 | 04/2020 |
| Lpl Financial, Llc | Hurst | TX | 04/2020 | Present |
1. 4/24/2020 - ROGERS CAPITAL MANAGEMENT, LLC - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started jan 6 2017. 2. 12/02/2024 - 728b Ranch, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Ratliff City, OK - Start Date 02/22/2025 - 150 Hours per Month/ 0 Hours During Trading 3. 06/03/2026 - Rogers Capital Management - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/27/2026 - 25 hours per month/ 5 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-01-17 |
| S65 | Uniform Investment Adviser Law Examination | 2000-03-07 |
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