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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-20 |
| TX | RA | APPROVED | 2026-06-03 |
Branch Locations
930 Webster Ave., Waco, TX 76706 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
14180 North Dallas Pkwy, Suite 425, , Dallas, TX 75254 • United States
14180 North Dallas Pkwy Suite 425, Dallas, TX 75254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Dallas | TX | 06/2026 | Present |
| Mass Mutual Life Insurance Co | Dallas | TX | 10/2014 | 06/2026 |
| Mml Investors Services, Llc | Dallas | TX | 10/2015 | 06/2026 |
1. 05/2026 - Spectrum Wealth Strategies, LLC - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – Dallas TX 75240 – OBA Start Date: 6/3/2026 2. 05/2026 - Benbury, LLC - Business Entity For Tax/Investment Purposes Only - Inv Related – 5 Hour(s)/Month – 5 Hour(s) During Trading – Waco TX 76708 – OBA Start Date: 02/15/2026 3. 05/2026 - 102Sunset, LLC - Real Estate Rental - Inv Related – 5 Hour(s)/Month – 5 Hour(s) During Trading – Hewitt TX 76643 – OBA Start Date: 03/15/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-11 |
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