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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-02 |
Branch Locations
240 E Renfro St Suite 202, Burleson, TX 76028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco Private Ledger | Fort Worth | TX | 07/2007 | 05/2018 |
| Eecu Credit Union | Fort Worth | TX | 07/2007 | 05/2018 |
| Securities America, Inc. | Burleson | TX | 05/2018 | 06/2024 |
| Securities America Advisors | Burleson | TX | 03/2020 | 06/2024 |
| Osaic Wealth, Inc. | Burleson | TX | 06/2024 | 06/2025 |
| Lpl Financail Llc | Burleson | TX | 06/2025 | Present |
1. 06/02/2025 - Daniel Woodard - Real Estate Sub - Lease Rental - Investment Related - Burleson, TX 76028 - Start Date: 11/01/2020 - 0 Hrs/Mth - 0 Hrs During Trading. - Time Spent: 0 2. 06/02/2025 - Woodard Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - Burleson, TX 76028 - Start Date: 06/02/2025 - 180 Hrs/Mth - 100 Hrs During Trading. - Time Spent: 40 3. 12/31/2025 - W3 VENTURES LLC - Real Estate Rental - Investment Related - Burleson, TX - Start Date 01/05/2026 - 10 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-10 |
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