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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2026-06-11 |
| TX | RA | APPROVED | 2023-08-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc. | Canyon | TX | 07/2007 | 08/2023 |
| Securities America Advisors, Inc | Canyon | TX | 09/2007 | 08/2023 |
| Navigation Financial Group Of Canyon | Canyon | TX | 09/2007 | 08/2023 |
| Lpl Financial Llc | Canyon | TX | 08/2023 | Present |
1.08/29/2023; Andrew Holt LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 07/25/2023; 12hrs/mth; 3hrs during trading 2.08/29/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Bison Wealth Strategies; Investment Related; at Reported Business Location(s); Start Date 07/18/2023; 160hrs/mth; 8hrs during trading 3.08/10/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name 15 Wealth Partners/15 Wealth Advisors/15 Wealth/Gradepoint Financial LLC; Investment Related; at Reported Business Location(s); Start Date 03/01/2026; 20hrs/mth; 20hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-31 |
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