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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
5700 Granite Pkwy Suite 360, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Plano | TX | 06/2012 | 04/2021 |
| World Financial Group, Inc. | Plano | TX | 07/2010 | 04/2021 |
| Pepsico | Plano | TX | 09/2010 | 07/2017 |
| Eclat Star Financial Service, Llc | Plano | TX | 07/2017 | 11/2024 |
| The Brokerage, Inc | Plano | TX | 10/2020 | 11/2024 |
| Prudential Insurance Company Of America | Plano | TX | 05/2021 | Present |
| Pruco Securities, Llc. | Plano | TX | 05/2021 | 11/2024 |
| Lpl Enterprise, Llc | Plano | TX | 11/2024 | Present |
1) 04/21/2025-Agility Health Insurance-Non-Variable Insurance-Inv related--At Richardson, TX-Start date 01/01/2022-2hrs/mth-2hrs/mth during trading 2) 04/21/2025-Eclat Star Financial Services-Passive Investor-Business Owner-Inv related-At Plano, TX-Start date 07/20/2017-0hrs/mth-0hrs/mth during trading 3) 04/21/2025-Aureate Agency LLC-Non-Variable Insurance-Inv related-At Houston, TX-Start date 01/01/2022-10hrs/mth-10hrs/mth during trading 4) 04/16/2025-Rental Property-Real Estate Rental-Inv related-At Greenville, TX-Start date 07/10/2023-2hrs/mth-2hrs/mth during trading 5) 04/21/2025-World Financial Group-Non-Variable Insurance-Inv related-At Duluth, GA-Start date 05/01/2022-1hrs/mth-1hrs/mth during trading 6) 04/21/2025-Owens Insurance Group-Non-Variable Insurance-Inv related-At Stuart, FL-Start date 04/15/2025-5hrs/mth-5hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-07 |
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