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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
8002 Abbeville Ave. Suite B, Lubbock, TX 79424 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St.LOuis | MO | 05/2007 | 10/2023 |
| Cadaret Grant & Co., Inc. | Lubbock | TX | 10/2023 | 07/2025 |
| Lpl Financial Llc | Lubbock | TX | 07/2025 | Present |
1. 07/2025 - Kay Casebolt Farm - Farm - Lipan, TX - NOT INV REL - Start Date 01/01/2000 - 1hr/mth | 0hrs during trading 2. 07/2025 - Gaschen, Berlingeri & Casebolt - DBA for LPL Business (entity for LPL business) - Lubbock, TX - INV REL - Start Date 10/16/2023 - 160hrs/mth |160hrs during trading 3. 07/2025 - Gaschen, Berlingeri & Casebolt - Non-Variable Insurance - Lubbock, TX - INV REL - Start Date 10/16/2023 - 5hrs/mth | 5hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-11 |
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