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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-11 |
Branch Locations
4880 Long Prairie Rd. Ste 220, Flower Mound, TX 75028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 04/2020 | 08/2020 |
| Unemployed | Denton | TX | 12/2019 | 03/2020 |
| Enterprise Holdings | Fort Worth | TX | 08/2018 | 11/2019 |
| Cotton Patch Cafe | Stephenville | TX | 10/2014 | 12/2016 |
| Charles Schwab & Co., Inc. | Westlake | TX | 04/2021 | 03/2022 |
| Razzoo's Cajun Café | Fort Worth | TX | 01/2017 | 07/2019 |
| Unemployed | Denton | TX | 09/2020 | 03/2021 |
| Lpl Financial, Llc | Flower Mound | TX | 03/2022 | Present |
1.07/24/2023; None; Other - Notary; Investment Related; at Reported Business Location(s); Start Date 07/20/2023; 0hrs/mth; 0hrs during trading 2.04/24/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name North Texas Wealth Management, LLC; Investment Related; at Reported Business Location(s); Start Date 04/22/2025; 160hrs/mth; 40hrs during trading 3.05/29/2026; Notary; Notary; Not Investment Related; at Reported Business Location(s); Start Date 05/19/2026; 5hrs/mth; 5hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-10 |
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