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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Texas Wealth Management | Allen | TX | 07/2021 | Present |
| Smart Autocare | Richardson | TX | 10/2020 | 07/2021 |
| Multimedia Solutions | Farmers Branch | TX | 07/2017 | 10/2020 |
| Self Employed | Plano | TX | 01/2015 | 07/2017 |
| Lpl Financial Llc | Allen | TX | 07/2021 | Present |
1 - 02/2025 - North Texas Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-30 |
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