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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED | 2024-05-16 |
Branch Locations
103 W. Elm St. Suite 200, Breckenridge, TX 76424 • United States
103 W. Elm St. Suite 200, Breckenridge, TX 76424 • United States
Hammond, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 01/2009 | 11/2017 |
| First Command Financial Services, Inc. | Fort Worth | TX | 01/2009 | 11/2017 |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | 11/2017 |
| Lincoln Financial Securities Corporation | Breckenridge | TX | 11/2017 | 05/2024 |
| Lpl Financial, Llc | Breckenridge | TX | 05/2024 | Present |
| Xeo Wealth Planning | Breckenridge | TX | 11/2017 | Present |
1)05/01/2024-Xeo Wealth Planning-Non-Variable Insurance-Disability, LTC, fixed annuities, Traditional Life-Inv Related-Located at Breckenridge, TX-start date, 11/03/2017-60hrs/mth 2)05/01/2024-Xeo Wealth Planning-DBA for LPL Business (entity for LPL business)-Inv Related- at reported business location(s)-start date,11/03/2017-80hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-14 |
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