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40 Ne Loop 410 Suite 644, San Antonio, TX 78216 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-03-02 |
| TX | RA | APPROVED | 2016-03-01 |
Branch Locations
3901 Arlington Highlands Blvd. Suite 200, Arlington, TX 76018 • United States
40 Ne Loop 410 Suite 644, San Antonio, TX 78216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Arlington | TX | 03/2016 | Present |
| Texas Legacy Wealth Management | Arlington | TX | 02/2016 | Present |
1. 03/01/2016 - TDF Platinum Wealth Management/ DBA for LPL Business (entity for LPL business)/ 95%/ ARLINGTON, TX 2. 03/02/2016 * TDF Platinum Wealth Management * Registered Investment Advisor DBA * Registered Investment Advisor DBA * (HYBRID) TDF Platinum Wealth Management * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 3/1/2016 * TIME SPENT 4% 3. 03/02/2016 * Texas Legacy Wealth Management * Registered Investment Advisor Hybrid * (HYBRID0 Texas Legacy Wealth Management * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 2/29/2016 * 1 HR/MO NOT DURING SECS TRDG HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-05 |
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