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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-17 |
Branch Locations
6 Desta Drive Suite 6700, Midland, TX 79705 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Lubbock | TX | 01/2007 | 04/2024 |
| Bank Of America, N.A. | Midland | TX | 07/2011 | 04/2024 |
| Lpl Financial Llc | Midland | TX | 04/2024 | Present |
1. 03/26/2024- Heritage Private Wealth- DBA for LPL Business (entity for LPL business)- Inv Rel- at reported business location (s)- 160 hrs per mnth 2. 03/12/2024- BIRD DOG LLC- Business Owner- TX 79705- Non Inv Rel- start date: 12/13/2023 3. 03/12/2024- COHBJ LLC- Business Entity For Tax/Investment Purposes Only- TX 79705- Non Inv Rel- Start Date 02/28/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-06 |
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