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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-23 |
Branch Locations
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2015 | 01/2019 |
| Questar Capital Corporation | Minneapolis | MN | 01/2019 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 01/2019 | 03/2019 |
| Woodbury Financial Services, Inc. | Burleson | TX | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Burleson | TX | 01/2024 | 06/2025 |
| Lpl Financial Llc | Burleson | TX | 06/2025 | Present |
| Woodbury Financial Services, Inc. | Burleson | TX | 03/2019 | 01/2024 |
1. 06/23/2025 - Clear Financial Network - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date: 06/23/2025 - 160 Hrs/Mth - 8 Hrs During Trading. - Time Spent: 100 2. 06/23/2025 - Rental - Real Estate Rental - Investment Related - Burleson, TX 76028 - Start Date: 01/01/2024 - 0 Hrs/Mth - 0 Hrs During Trading. - Time Spent: 0 3. 11/03/2025 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/13/2025 - 4 hours per month/ 1 hour during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-01 |
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