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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-22 |
Branch Locations
5209 Heritage Avenue Ste 500, Colleyville, TX 76034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prospera Financial Services, Inc. | Dallas | TX | 12/2011 | 04/2026 |
| Lpl Financial | Colleyville | TX | 04/2026 | Present |
1. 04/2026 - The Bar Method Southlake - Other - Not Inv Related - 5 Hour(s)/Month - 0 Hour(s) During Trading - Southlake TX 76092 - OBA Start Date: 02/01/2021 2. 04/2026 - Redefined Coffee Company LLC - Business Owner - Not Inv Related - 4 Hour(s)/Month - 0 Hour(s) During Trading - Grapevine TX 76051 - OBA Start Date: 12/01/2023 3. 04/2026 - Little & Associates Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 4/20/2026 4. 04/2026 - Silverleaf Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 4/20/2026 5. 04/2026 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 4/20/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-06 |
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