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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-04 |
| TX | RA | APPROVED | 2025-06-05 |
Branch Locations
100 Chamber Cir Ste 1003, Waxahachie, TX 75165 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Dallas | TX | 03/2009 | 03/2021 |
| Western International Securities, Inc. | Pasadena | CA | 04/2021 | 06/2025 |
| Lpl Financial Llc | Waxahachie | TX | 06/2025 | Present |
1. 6/5/2025: REAGAN WEALTH MANAGEMENT; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 4/20/2021; 160hrs/mo.; 130hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-18 |
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