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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-20 |
| AR | RA | APPROVED | 2025-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Conway | AR | 01/2021 | Present |
| Choice Rehabilitation | Creve Coeur | MO | 09/2018 | 01/2021 |
| Choice Rehabilitation | Creve Coeur | MO | 01/2021 | 01/2024 |
| Reliant Rehabilitation | Plano | TX | 12/2016 | 09/2018 |
| Incite Rehab | Conway | AR | 01/2013 | 12/2016 |
| Baptist Health System | Conway | AR | 03/2020 | 06/2021 |
1. 2/18/2021 - Conway Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/19/2021 - 160 Hours Per Month. 2. 10/13/2022 - Ministers Resource Services ; Baptist Missionary Association - Not Investment Related - 611 Locust St. Conway, AR 72034 - Outside/W-2 Employment - contributing writer - Start Date - 10/01/2022 - 2 Hours Per Month/0 Hours During Securities Trading 3. 12/12/2023 - The ASA Group - Non-Variable Insurance - Independent Producer - Investment Related - At Reported Business Location(s) - Start Date 12/05/2023 - 2 Hours Per Month/ 1 Hour During Trading 4. 01/22/2024 - Shouse Financial Solutions LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 160 Hours Per Month/ 7 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-02 |
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