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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2020 | 02/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2020 | 07/2020 |
| Lamarque Ford | Kenner | LA | 12/2018 | 09/2020 |
| Manna Fellowship Church | Pleasant Hill | MO | 10/2016 | 10/2018 |
| Artherholt Construction | Silverthorne | CO | 05/2016 | 10/2016 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2020 | 02/2021 |
| Securities America, Inc. | Fort Worth | TX | 02/2021 | 06/2024 |
| Securities America Advisors | Fort Worth | TX | 02/2021 | 06/2024 |
| Osaic Wealth, Inc. | Fort Worth | TX | 06/2024 | 08/2025 |
| Lpl Financial, Llc | Fort Worth | TX | 08/2025 | Present |
1: 08/05/2025 - Reverb Financial - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 08/01/2020 - 8 Hrs/Mth/ 2 Hrs During Trading 2: 08/05/2025 - Reverb Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/30/2025 - 160 Hrs/Mth - 8 Hrs During Trading 3: 08/05/2025 - Temple Baptist Church - Seminar - Investment Related - Ft. Worth, TX - Start Date 09/01/2025 - 8 Hrs/Mth/ 0 Hrs During Trading 4: 08/05/2025 - Trevor Cochrane - Author - Not Investment Related - Fort Worth, TX - Start Date 40 hours per month/ 10 hours during trading 5: 10/08/2025- Temple Baptist Church- Church/Pastor-Not INV Related- Fort Worth, TX- Start date 08/17/2025- 25 Hours Per Month- 25 Hours During Trading 6: 04/17/2026 - Not My Money - Author - Not Investment Related - Fort Worth, TX - Start Date 03/23/2026 - 8 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-08 |
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