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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-05-24 |
Branch Locations
6951 Virginia Parkway Ste 207, Mckinney, TX 75071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Mckinney | TX | 05/2013 | Present |
(1) 04/26/2013 - DBA ONLY - TEXAN WEALTH MANAGEMENT - 80% OF TIME SPENT - MCKINNEY, TX. (2) 12/10/2013 - Texan Wealth Insurance - Investment Related - At Reported Business Location(s) - Insurance Agency - Time Spent 10% - Owner of insurance agency. Offers property and casuality insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-25 |
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