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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-22 |
Branch Locations
1724 Vernon St, Bells, TX 75414 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
Bell, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Allen | TX | 11/1996 | 09/2023 |
| Pfs Investments Inc. | Allen | TX | 01/1999 | 09/2023 |
| Lpl Financial | Bell | TX | 09/2023 | Present |
1- 09/2023 / Co-Executor -Estate of Mary Lee Dunn / Act in a Fiduciary Capacity / INVESTMENT RELATED / 1 HR MNTH / START DATE 04/03/2020 2- 01/24/2024 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/12/2024 - 2 Hours Per Month/ 1 Hour During Trading 3- 03/11/2024 - No Business Name - Inv Related - At Reported Business Location(s) - Property and Casualty - Started: 2/6/2024 - 3 Hrs/Mo; 1 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-23 |
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