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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wisdom Index Advisors | Prosper | TX | 10/2019 | 05/2020 |
| Roadmap Advisors | San Diego | CA | 01/2022 | 08/2023 |
| Edward Jones | St Louis | MO | 10/2023 | 01/2024 |
| Lpl Financial, Llc | Allen | TX | 02/2024 | Present |
| Unemployed | Prosper | TX | 06/2015 | 10/2019 |
| Unemployed | Prosper | TX | 05/2020 | 01/2022 |
1. Upstream Investment Partners - DBA for LPL Business (entity for LPL business) - investment related - Allen, TX 75013 - Stat date : 04/21/2025 - 160 Hrs/Mth - 8 Hrs During Trading. - Time Spent : 100
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-23 |
| S66 | Uniform Combined State Law Examination | 2000-07-17 |
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