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Haylee Dallas Edwards

LPl Financial LLC

Dallas, TX

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-21
  • TX RA
    APPROVED
    Since 2025-08-21

Branch Locations

8201 Preston Rd 1St Floor, Dallas, TX 75225 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bbva Securities Inc. Dallas TX 11/2019 09/2021
Bbva Usa Birmingham AL 11/2019 09/2021
East West Bank Dallas TX 05/2016 10/2019
Bbva Wealth Solutions, Inc. Dallas TX 02/2020 09/2021
Bbva Insurance Agency, Inc. Austin TX 07/2020 09/2021
First Horizon Advisors, Inc. Dallas TX 08/2023 Present
Pnc Bank Dallas TX 10/2021 05/2023
Unemployed Dallas TX 05/2023 08/2023
Lpl Financial Llc Dallas TX 08/2025 Present
  • 11/2019 → 09/2021
    Bbva Securities Inc.
    Dallas, TX
  • 11/2019 → 09/2021
    Bbva Usa
    Birmingham, AL
  • 05/2016 → 10/2019
    East West Bank
    Dallas, TX
  • 02/2020 → 09/2021
    Bbva Wealth Solutions, Inc.
    Dallas, TX
  • 07/2020 → 09/2021
    Bbva Insurance Agency, Inc.
    Austin, TX
  • 08/2023 → Present
    First Horizon Advisors, Inc.
    Dallas, TX
  • 10/2021 → 05/2023
    Pnc Bank
    Dallas, TX
  • 05/2023 → 08/2023
    Unemployed
    Dallas, TX
  • 08/2025 → Present
    Dallas, TX
Previous Registrations
  • 2024-06-12 → 2025-08-21
    First Horizon Advisors, Inc.
    Lafayette, LA
    Dallas, TX
    Dallas, TX
  • 2020-02-03 → 2021-05-07
    Pnc Managed Account Solutions, Inc.
    Dallas, TX
Other Businesses

1- 08/21/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors - Investment Related - At reported Business Location(s) - Start Date 08/26/2025 - 160 hours per month/ during trading 2- 08/21/2025 - First Horizon Bank - Financial Institution Duty - Senior Vice President-Senior Relationship Manager - Investment Related - At reported Business Location(s) - Start Date 08/01/2023 - 160 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-03
S63 Uniform Securities Agent State Law Examination 2011-12-05
  • S66 Uniform Combined State Law Examination
    2020-02-03
  • S63 Uniform Securities Agent State Law Examination
    2011-12-05
Other Names
  • Haylee Dallas
  • Haylee Michelle Dallas
  • Haylee Dallas Edwards
  • Haylee Edwards

View on SEC IAPD

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