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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
1836 W. Virginia Street Suite 201, Mckinney, TX 75069 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Dallas | TX | 02/2013 | 05/2017 |
| New York Life | Dallas | TX | 12/2012 | 05/2017 |
| Massachusetts Mutual Life Insurance Company | Dallas | TX | 05/2017 | 12/2018 |
| Mml Investors Services, Llc | Dallas | TX | 05/2017 | 12/2018 |
| Pruco Securities, Llc. | Mckinney | TX | 12/2018 | 11/2024 |
| Prudential Insurance Company Of America | Mckinney | TX | 12/2018 | Present |
| Lpl Enterprise, Llc | Mckinney | TX | 11/2024 | Present |
1) 09/30/2024 - JOY SIMAR - Group Benefits - Non-Variable Insurance - Inv Related - At McKinney, TX - Start Date 12/17/2018 - 5hrs/mth - 0hrs/mth 2) 03/17/2025- Advisor's Resource Company- Non-Variable Insurance- Outbrokerage Life Insurance- inv. related- at Coppell, TX- start date 03/05/2025- 10hrs/mnth-10hrs during trading 3) 08/25/2025-Ohio State Life Insurance Co-Agent-Non-Variable Insurance-Inv related-At Saint Paul, MN-Start date 08/28/2025-1hrs/mth-1hrs/mth during trading 4) 06/11/2026-Instabrain/Fidelity Life-Agent-Non-Variable Insurance-Inv related-At McKinney, TX-Start date 06/15/2026-10hrs/mth-10hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-19 |
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