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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-09 |
Branch Locations
3310 S Broadway Ave Ste 202, Tyler, TX 75701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reaux And Double U Company | Hideaway | TX | 03/2015 | 10/2017 |
| Self Employed | Hideaway | TX | 10/2017 | 05/2022 |
| Lpl Financial Llc | Tyler | TX | 05/2022 | Present |
1) 2026-04-24 - Morton Financial Strategies - Tax Prep/Accounting/CPA - N - 20 - 0 - Tyler TX - 2026-01-29 - I will assist Craig with individual income tax preparation support services. My role is limited to administrative and preparatory functions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-01 |
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