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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-03-08 |
| TX | RA | APPROVED | 2020-11-17 |
Branch Locations
13800 Airport Freeway Md 600, Fort Worth, TX 76155 • United States
14050 Faa Blvd, Fort Worth, TX 76155 • United States
1 Skyview Drive, Fort Worth, TX 76155 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Airlines Federal Credit Union | Fort Worth | TX | 10/2007 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 09/2010 | 10/2020 |
| Cetera Investment Advisers Llc | Fort Worth | TX | 01/2014 | 10/2020 |
| Lpl Financial Llc | Fort Worth | TX | 11/2020 | Present |
1)11/4/2020- Flagship Financial Group - DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)-100% 2)11/4/2020- ARLINGTON SOUTHWEST LITTLE LEAGUE BASEBALL- COACH- Non-Inv. Related- Arlington, TX- start date 4/1/2015- 5 HRS/WK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-31 |
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