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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-03-23 |
| TX | RA | APPROVED | 2020-10-21 |
Branch Locations
3800 E Sky Harbor Blvd Term 4, Phoenix, AZ 85034 • United States
1821 West Rio Salado Parkway, Tempe, AZ 85281 • United States
4501 Crewmember Way, Fort Worth, TX 76155 • United States
14050 Faa Blvd, Fort Worth, TX 76155 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Airlines Federal Credit Union | Fort Worth | TX | 12/2014 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 01/2015 | 10/2020 |
| Cetera Investment Advisers Llc | Fort Worth | TX | 01/2015 | 10/2020 |
| Lpl Financial Llc | Fort Worth | TX | 10/2020 | Present |
1)08/05/2020 - Flagship Financial Group - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 10/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-07 |
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