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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2023-12-01 |
| TX | RA | APPROVED | 2023-10-04 |
Branch Locations
5300 Town And Country Blvd Ste 160, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Frisco | TX | 08/2013 | 01/2019 |
| 360 Wealth Management | Dallas | TX | 11/2016 | 01/2019 |
| Ameriprise Financial Services, Inc. | Frisco | TX | 01/2019 | 09/2023 |
| Lpl Financial | Frisco | TX | 10/2023 | Present |
1) 08/08/2023 - Silverman LeGate Advisory Team (SLAdvisory) - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 09/2023 2) 08/08/2023 - Notary - State of TX - Inv Rel - Start: 09/2023 3) 08/08/2023 - Silverman LeGate Advisory Group, LLC - Business Entity - This was an LLC Ameriprise made us setup, we may still use it for tax purposes only - Non-Inv Rel - Frisco,TX - Start: 09/2023 4) 06/09/2026 - Silverman LeGate and Associates - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/08/2026 - 5 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-07 |
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