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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 03/2020 | 03/2025 |
| Nolan Catholic High School | Fort Worth | TX | 08/2011 | 07/2019 |
| Unemployed | Arlington | TX | 08/2019 | 02/2020 |
| Lpl Financial Llc | Mansfield | TX | 05/2025 | Present |
| Unemployed | Arlington | TX | 03/2025 | 05/2025 |
1) 05/2025 - Guy Rodgers Private Wealth Strategies / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month -100% time spent 2) 05/2025 - Montana Harmony LLC / Owner / Real Estate Rental / Inv Related / Kalispell, MT 59901 / Start date 02/01/2022 - 1 hrs per month - 1% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-27 |
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