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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-12 |
Branch Locations
1401 Holliday Street Suite 324, Wichita Falls, TX 76301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wichita Falls Isd | Wichita Falls | TX | 07/2014 | 07/2021 |
| Woodbury Financial Services Inc | Wichita Falls | TX | 08/2021 | 10/2023 |
| Lpl Financial Llc | Wichita Falls | ID | 10/2023 | Present |
1.10/12/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name PATHWAY WEALTH ADVISORS; Investment Related; at Reported Business Location(s); Start Date 10/31/2023; 160hrs/mth; 8hrs during trading 2.07/28/2026; JKT Property Ventures, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 07/20/2026; 2hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-30 |
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