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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2026-07-06 |
| TX | RA | APPROVED | 2025-08-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James | Fort Lauderdale | FL | 01/2008 | 09/2017 |
| Oppenheimer | Fort Lauderdale | FL | 09/2017 | 04/2020 |
| Lpl Financial, Llc | Garland | TX | 03/2020 | Present |
| Orion Wealth Management | Garland | KY | 08/2022 | 07/2025 |
1) 03/24/2020 - DBA for LPL Business (entity for LPL business) - The West Group - Investment Related - At Reported Business Location(s) - Started 2020 2) 03/24/2020 - Republican Coffee Corner with Angela - Not Investment Related - 1837 EASTERN HILLS, DRIVE GARLAND TX 75043 - Other - Started - 2013 - Life commentator. 3) 03/24/2020 - Non-Profit Board Member - Kansas State University - Not Investment Related - Manhattan, KS - Started - 2018 4) 01/02/2024 - Tap2Space - Rep's Business - Co-Owner of Patent - Not Investment Related - Mansfield, TX - Start Date 10/25/2023 - 10 Hours Per Month/ 0 Hours During Trading 5) 01/02/2024 - The West McCandless Group, PLLC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 10 Hours Per Month/ 0 Hours During Trading 6. 10/23/2025 - West-McCandless PLLC - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 10 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-23 |
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