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4203 Richmond Place, Texarkana, TX 75503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-25 |
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 | Texarkana | AR | 06/2010 | Present |
| Cogent Advisory Group Llc | Texarkana | TX | 01/2014 | Present |
| Carroll Advisory Group | Texarkana | TX | 03/2025 | Present |
(1) 07/20/2010: No Business Name - Notary - Not Investment Related - At Reported Business Location(s) - No Time Spent (2) 11/20/2020: No business name - life insurance sales - at reported location. 1 hour per week outside of securities trading hours. (3) Carroll Media Properties- Title: Owner; Non investment related. Creates and distributes content centered around Social Security, Medicare, and other broad retirement-related issues. Revenue is generated through ads on website, memberships, YouTube, book sales, affiliates, sponsored posts, and courses. Location: Texarkana, TX; Time: 2 hrs/day.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-10 |
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