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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-03 |
Branch Locations
14180 North Dallas Pkwy Suite 425, Dallas, TX 75254 • United States
14180 Dallas Parkway Suite 425, Dallas, TX 75254-4341 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-05-12 |
Branch Locations
14180 Dallas Parkway Suite 425, Dallas, TX 75254-4341 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Dallas | TX | 06/2026 | Present |
| Massmutual Life Insurance Co | Dallas | TX | 10/2009 | 06/2026 |
| Mml Investors Services Llc | Dallas | TX | 07/2014 | 06/2026 |
| Spectrum Strategies, L.L.C. | Dallas | TX | 01/2020 | Present |
1.06/03/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Spectrum Wealth Strategies, LLC; Investment Related; at Reported Business Location(s); Start Date 12/19/2023; 160hrs/mth; 160hrs during trading 2.08/12/2026; (FP) Spectrum Strategies, LLC; Registered Investment Advisor; Investment Related; at Reported Business Location(s); Start Date 06/01/2000; 20hrs/mth; 15hrs during trading; I provide financial planning and consulting services through Spectrum Strategies, LLC, an independent investment advisor firm. I started this business activity in 6/2000. I expect to spend approximately 30 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-09 |
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