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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
5700 Granite Pkwy Suite 360, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc | Houston | TX | 07/2016 | 08/2021 |
| Credent Wealth Managment | Auburn | IN | 08/2021 | 12/2021 |
| Core Capital Managment And Research, Inc. | Houston | TX | 03/2022 | 05/2023 |
| Ae Wealth Managment, Llc | Topeka | KS | 06/2023 | 11/2023 |
| Skyline Wealth Strategies | Austin | TX | 06/2023 | 11/2023 |
| Pruco Securities Llc | Austin | TX | 11/2023 | 11/2024 |
| Unemployed | Houston | TX | 12/2021 | 03/2022 |
| Lpl Enterprise, Llc | Austin | TX | 11/2024 | Present |
1) 10/16/2024 - 3266partners, LLC - LLC Created for investing and collecting of firearms - Business Entity for Tax/Investment Purposes Only - Non Inv Related - At Austin, TX - Start Date 08/01/2008 - 1hrs/mth - 0hrs/mth During Trading 2) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s) 3) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-03-12 |
| S65 | Uniform Investment Adviser Law Examination | 1997-06-20 |
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