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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-12-11
  • TX RA
    APPROVED
    Since 2021-12-11

Branch Locations

2201 Spinks Rd Ste 136, Flower Mound, TX 75022 • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

2201 Spinks Rd Ste 136, Flower Mound, TX 75022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Fort Worth TX 08/2016 11/2016
Wells Fargo Clearing Services, Llc Fort Worth TX 11/2016 11/2021
Lpl Financial Flower Mound TX 12/2021 Present
  • 08/2016 → 11/2016
    Wells Fargo Advisors, Llc
    Fort Worth, TX
  • 11/2016 → 11/2021
    Fort Worth, TX
  • 12/2021 → Present
    Lpl Financial
    Flower Mound, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-23
S63 Uniform Securities Agent State Law Examination 1997-12-23
  • S66 Uniform Combined State Law Examination
    2008-03-23
  • S63 Uniform Securities Agent State Law Examination
    1997-12-23
Designations
Other Names
  • Jason P White

View on SEC IAPD

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