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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-05-21 |
Branch Locations
790 S Watters Rd Ste 100, Allen, TX 75013 • United States
Plano, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia | MD | 02/2015 | 05/2020 |
| Bank Of America, N.A. | Columbia | MD | 02/2015 | 05/2020 |
| Lpl Financial, Llc | Garland | TX | 05/2020 | Present |
1. 05/21/2020 - NORTH TEXAS WEALTH MANAGEMENT LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ GARLAND, TX
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-04 |
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