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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-09 |
| AR | RA | APPROVED | 2025-07-03 |
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Rogers | AR | 06/2016 | Present |
| Financial Advocates Investment Management | Fort Smith | AR | 06/2016 | Present |
1. 6/2/2016 - CLEAR CREEK WEALTH MANAGEMENT, LLC - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 3/8/2016 - 40 Hours Per Month/0 Hours During Securities Trading - Time Spent 10%. 2. 6/10/2016 - Clear Creek Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 3/8/16 - Time Spent 85%. 3. 6/10/2016 - Financial Advocates Investment Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 3/8/16 - 156 Hours Per Month/38 Hours During Securities Trading - Time Spent 85%. 4. 10/01/2024 - Real Estate one rental - Real Estate Rental - Investment Related - Mulberry, AR - Staret Date 11/01/2000 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-08 |
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