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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-08 |
| UT | RA | APPROVED | 2026-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Cedar Hills | UT | 06/2026 | Present |
| Wells Fargo Advisors, Llc | Indian Wells | CA | 01/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Indian Wells | CA | 11/2016 | 06/2026 |
1. 06/2026 - Franklin Management Group - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 140 Hrs During Trading - OBA start date: 6/8/2026 2. 06/2026 - Franklin Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 140 Hrs During Trading - OBA start date: 6/8/2026 3. 07/10/2026 - Franklin Wealth Advisors - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Cedar Hills, UT - Start Date 06/08/2026 - 160 hours per month/ 140 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-02 |
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