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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-01 |
Branch Locations
7428 Pennsylvania Dr, Amarillo, TX 79119 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
600 S. Taylor St, Ste. 1316, Amarillo, TX 79101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Amarillo | TX | 02/1997 | 08/2023 |
| Lpl Financial Llc | Amarillo | TX | 08/2023 | Present |
1)07/26/2023 - Veritas Legacy Wealth - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 08/01/2023 2)07/26/2023 - Notary - State of TX - Inv Rel - Start: 12/2012 - 3 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-29 |
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