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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-23 |
Branch Locations
730 Town And Country Blvd Ste 275, Houston, TX 77024 • United States
Brookshire, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 07/2005 | 08/2023 |
| Bank Of America, N.A. | Houston | TX | 09/2009 | 08/2023 |
| Lpl Financial Llc | Houston | TX | 08/2023 | Present |
1- 01/27/2026 - Winegar Wealth Management Powered by LPL Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/22/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-28 |
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