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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-14 |
Branch Locations
4601 Antilley Rd, Bld,3. 303, Abilene, TX 79606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Abilene | TX | 05/2012 | 09/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2022 |
| Lpl Financial Llc | Abilene | TX | 09/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2020 | Present |
1)08/18/2022 - Watson Wealth Advisors LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 09/2022 2)08/18/2022 - Real Estate Rental - Inv Rel - Abilene, TX - Start: 01/1995
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-02 |
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