Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-07-10
TX RA APPROVED 2025-07-10
  • LA RA
    APPROVED
    Since 2025-07-10
  • TX RA
    APPROVED
    Since 2025-07-10

Branch Locations

Pottsboro, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Next Financial Group Inc Pottsboro TX 02/2011 Present
Lpl Financial Llc Pottsboro TX 07/2025 Present
  • 02/2011 → Present
    Next Financial Group Inc
    Pottsboro, TX
  • 07/2025 → Present
    Pottsboro, TX
Previous Registrations
  • 2022-11-04 → 2025-07-10
    Next Financial Group, Inc.
    Pottsboro, TX
  • 2011-02-15 → 2022-11-04
    Next Financial Group, Inc.
    Houston, TX
    Pottsboro, TX
  • 2007-02-13 → 2011-01-06
    Pottsboro, TX
Other Businesses

1) 07/10/2025 - Non-Variable Insurance / Inv Related / Pottsboro TX 75076 / Start date 03/01/2011 - 5 hrs per month - 5 % time spent 2) 07/10/2025 - Bray Interests, Inc. / Business Owner / Non Inv Related / Pottsboro TX 75076 / Start date 07/01/2010 / 10 hrs per month - 2 hrs during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-01
S63 Uniform Securities Agent State Law Examination 2003-12-11
  • S66 Uniform Combined State Law Examination
    2007-02-01
  • S63 Uniform Securities Agent State Law Examination
    2003-12-11

View on SEC IAPD

More in Pottsboro, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor