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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-29 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
Dallas, TX • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Wichita | KS | 07/2020 | 01/2021 |
| Skyline Construction | Overland Park | KS | 05/2019 | 08/2019 |
| First Equity Mortgage | Wichita | KS | 05/2017 | 08/2019 |
| Wildhawk Energy Inc. | Wichita | KS | 05/2017 | 08/2019 |
| Student | Wichita | KS | 07/2010 | 12/2021 |
| Ubs Financial Services Inc. | Weehawken | NJ | 07/2022 | 12/2022 |
| Unemployed | Wichita | KS | 12/2021 | 07/2022 |
| Securities America, Inc. | Addison | TX | 04/2023 | Present |
| Securities America Advisors | Addison | TX | 04/2023 | Present |
| Unemployed | Dallas | TX | 12/2022 | 03/2023 |
1. 05/03/2024- Equity Wealth Advisors, LLC- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 2. 05/03/2024- Notary- Inv Rel- TX 75219- 1 hr per mnth- start date 05/01/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-03 |
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