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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-01-12 |
| TX | RA | APPROVED | 2017-11-30 |
Branch Locations
201 N Milam St, Fredericksburg, TX 78624-3820 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Fredericksburg | TX | 10/2012 | 11/2017 |
| Lpl Financial, Llc | Fredericksburg | TX | 11/2017 | Present |
1. 11/30/2017 - A WILLIS WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ FREDERICKSBURG, TX 2. 11/30/2017 - ALPHA SECURITIES, LLC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 100%/ FREDERICKSBURG, TX 3. 07/15/2019 - Monasterboice - Not investment related - At reported business location(s) - Business Entity For Tax/Investment Purposes Only - start date:03/21/2019 - 0 hrs/mo - 0 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-02 |
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