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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Amarillo | TX | 01/2000 | 08/2023 |
| Bank Of America, Na | Amarillo | TX | 09/2009 | 08/2023 |
| Lpl Financial Llc | Amarillo | TX | 08/2023 | Present |
1) 06/29/2023 - Veritas Legacy Wealth - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 06/29/2023 - JK Veritas Inc. - Business Entity For Tax/Investment Purposes Only - owner - TX 79119 - Non investment related - 160 Hours per month - Start date: 06/13/2023. 3) 06/29/2023 - VeritasLW LLC - Business Entity For Tax/Investment Purposes Only - owner - TX 79119 - Non investment related - 160 Hours per month - Start date: 06/13/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-03-27 |
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