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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-04 |
Branch Locations
4800 Lakewood Dr Ste 7, Waco, TX 76710 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2018 | 02/2020 |
| China Spring Isd | China Spring | TX | 09/1998 | 05/2018 |
| Woodbury Financial Services Inc | Waco | TX | 03/2020 | 10/2021 |
| Lpl Financial, Llc | Waco | TX | 10/2021 | Present |
3/2020 - DBA for LPL Business (entity for LPL business) - Mathis Abbe Financial Advisors - Investment Related - Waco, TX 76710
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-28 |
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