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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-26 |
Branch Locations
15660 North Dallas Pkwy-120, Dallas, TX 75248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Personal Economic Group | Dallas | TX | 02/2010 | 12/2016 |
| Fidelity Brokerage Services Llc. | Westlake | TX | 12/2016 | 08/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 08/2018 |
| Edward Jones | Saint Louis | MO | 08/2018 | 07/2024 |
| Lpl Financial | Dallas | TX | 07/2024 | Present |
1- 07/2024 / TrustBridge Wealth Management LLC / DBA for LPL Business (entity for LPL business) / INV RELATED / AT LOC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-17 |
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