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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-01 |
Branch Locations
6160 Warren Parkway Suite 100, Office #125, Frisco, TX 75034 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stratera | Dallas | TX | 08/2016 | 05/2018 |
| Lpl Financial Llc | Dallas | TX | 06/2018 | Present |
| Private Advisor Group, Llc | Dallas | TX | 07/2018 | Present |
1. 7/3/2018 - Gordon Private Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 6/6/2018 - 50 Hours Per Month/8 Hours During Securities Trading - Time Spent 90%. 2) 07/10/2025 - Midland National - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date:05/28/2020 - 12 Hrs/Mth - 12 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-24 |
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