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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-29 |
Branch Locations
3950 Fossil Creek Blvd Ste 203, Fort Worth, TX 76137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Fort Worth | TX | 07/1998 | 04/2024 |
| Lpl Financial Llc | Fort Worth | TX | 04/2024 | Present |
1) 03/20/2024 - Sage Private Wealth Services - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 03/20/2024 - Blair Capital Group LLC - Business Entity For Tax/Investment Purposes Only - TX 76137 - Non investment related - 1% Time spent - Start date: 10/2/2008. 3) 10/07/2025- Tara Blair- Non-Variable Insurance-INV Related- At Reported Business Location(s)- Start date 04/29/2024- 5 Hours Per Month- 5 Hours During Trading 4) 12/30/2025 - Family Member Beneficiary - Other - Family Member Beneficiary - Not Investment Related - At Reported Business Location(s) - Start Date 10/21/2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-05-19 |
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