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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-11 |
Branch Locations
119 W Virginia St. Ste 305, Mckinney, TX 75069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Frisco | TX | 11/2011 | 07/2019 |
| Northwestern Mutual Investment Services, Llc | Frisco | TX | 08/2011 | 07/2019 |
| Massmutual | Mckinney | TX | 06/2019 | 04/2023 |
| Mml Investors Services | Mckinney | TX | 07/2019 | 04/2023 |
| Lpl Financial | Mckinney | TX | 04/2023 | Present |
1) 04/2023 - Blue Fountain Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 07/2019 2) 04/2023 - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 12/2012 - 10 Hr/Mth 3) 04/2023 - RTN FINANCIAL - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Van Alstyne, TX - Start: 03/2013 4) 04/2023 - City Council - Alderman - Non-Inv Rel - Van Alstyne, TX - Start: 05/2018 - 5 Hr/Mth 5) 12/24/2025 - RTN Financial LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 12/10/2025 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-04 |
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