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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-14 |
Branch Locations
331 North 5Th Street Suite 100, Garland, TX 75040 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
331 North 5Th Street Suite 100, Garland, TX 75040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fulfer And Associates, Inc. | Garland | TX | 06/1990 | 04/2022 |
| Donna K. Fulfer | Garland | TX | 03/2002 | 04/2022 |
| Vsr Financial Services, Inc. | Overland Park | KS | 01/2006 | 09/2016 |
| Summit Brokerage Services, Inc. | Garland | TX | 09/2016 | 09/2019 |
| Cetera Advisor Networks Llc | Garland | TX | 09/2019 | 12/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2024 | 12/2024 |
| Fulfer And Associates, Inc. | Garland | TX | 04/2022 | Present |
| Lpl Financial Llc | Garland | TX | 01/2025 | Present |
1)01/09/2025 - Fulfer and Associates, Inc. - Tax Prep/Accounting/CPA - Inv Rel - At Reported Business Location(s) - Start: 01/2010 - 160 Hr/Mth 2)01/09/2025 - Fulfer and Associates, Inc - Fulfer and Associates, Inc - Inv Rel - At Reported Business Location(s) - Start: 01/2003 - 15 Hr/Mth 3)01/09/2025 - WRITING THE DREAM - Business Owner - Non-Inv Rel - Sacjse. TX - Start" 03/2017 - 10 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-07 |
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