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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 |
|---|---|---|---|---|
| Allstate Insurance Co | Pantego | TX | 06/2016 | 12/2018 |
| Pruco Securities, Llc. | Irving | TX | 12/2018 | 11/2024 |
| Prudential Insurance Company Of America | Irving | TX | 12/2018 | Present |
| Lpl Enterprise, Llc | Plano | TX | 11/2024 | Present |
1) 02/10/2026-P3 Wealth Advisors, LLC-DBA Partner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 02/06/2025-160hrs/mth-160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-28 |
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