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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-17 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
4200 S Hulen, Suite 330 Fort, Worth, TX 76109 • United States
4200 S Hulen, Suite 330, Fort Worth, TX 76109 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Arlington | TX | 01/2014 | 12/2018 |
| Cetera Advisors Llc | Denver | CO | 12/2018 | 09/2025 |
| Walton Lourcey Wealth Advisors | Arlington | TX | 12/2018 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 09/2025 |
| Lpl Financial Llc | Fort Worth | TX | 09/2025 | Present |
1. 09/2025 - WL Wealth Advisors Fort Worth - DBA for LPL Business (entity for LPL business) - Investment Related - 140 Hrs/Mth - 35 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 09/16/2025 2. 09/2025 - Fixed Insurance with Midland National Life - Fixed Insurance - Investment Related - 5 Hrs/Mth - 1 Hrs During Trading - Worth, TX 76109 - OBA Start Date: 12/01/2018
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-01-12 |
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