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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2021-05-10 |
| TX | RA | APPROVED | 2007-10-26 |
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Denton | TX | 08/2005 | Present |
(1) 09/13/2005: No Business Name - For-Profit Board Member - INV REL - At Reported Business Location(s) - SECRETARY/TREASURER (NAME ONLY) OF HUSBAND'S BUSINESS (2) 03/15/2007: Warren-Gentry Enterprises, Inc. - Business Entity For Tax/Investment Purposes Only - INV REL - At Reported Business Location(s) - Corporation owned for tax purposes; not advertised as DBA. I am the sole owner. (3) 12/05/2012: AVISCO Financial - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) (4) 08/30/2021 - BWT Holdings, LLC - Investment Related - Denton, TX 76205 - Real Estate Rental - Start Date: 09/01/2021 - 1 Hour Per Month/0 Hours During Securities Trading - We purchased property and our business Bobby Gentry's Muffler Shop will be paying us monthly rent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-24 |
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