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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-26 |
Branch Locations
5900 S. Lake Forest Drive, Suite #300 Ofc 309, Mckinney, TX 75070 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
7300 State Highway 121 Ste 300 Ofc# 114, Mckinney, TX 75070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Saint Louis | MO | 02/2016 | 02/2018 |
| Edward Jones | Mckinney | TX | 02/2018 | 09/2022 |
| Lpl Financial Llc | Mckinney | TX | 09/2022 | Present |
1) 09/26/2022 - Cardinal Wealth Management Group, PLLC - DBA for LPL Business (entity for LPL business)- inv. related- McKinney, TX - Start Date:0910612022 - 160 Hrs/Mth - 8 Hrs During Trading. 2) 09/26/2022- Cardinal Wealth Management Group, Non-Variable Insurance- Agent selling Term, GUL, LTC inv. related- McKinney, TX- start date 9/26/2022- 5 Hrs/Mth - 1 Hrs During Trading.. 3) 09/22/2025 - Cardinal Wealth Management Group - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:09/19/2025 - 160 Hrs/Mth - 150 Hrs During Trading. 4) 10/01/2025 - Cardinal Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:09/26/2022 - 150 Hrs/Mth - 150 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-17 |
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