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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-23 |
Branch Locations
5840 W Interstate 20 Ste 210, Arlington, TX 76017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lasalle St. Securities, L.L.C. | Tyler | TX | 04/2005 | 03/2021 |
| Lasalle St. Investment Advisors, Llc | Irving | TX | 08/2005 | 03/2021 |
| Lpl Financial, Llc | Irving | TX | 03/2021 | Present |
1) 3/2021 - Non-Variable Insurance - BOOK OF BROKERS - Investment Related - Tyler, TX 75703 2) 3/2021 - DBA for LPL Business (entity for LPL business) - Gladstone Wealth Partners - Tyler, TX 75703 3) 12/10/2021 - WealthTech Advisors, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/01/2021 - 120 Hours Per Month/120 Hours During Securities Trading. 4) 05/05/2023 - Texas Private Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 04/24/2023 - 140 Hours Per Month/10 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-28 |
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