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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-27 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2018 | 02/2023 |
| Staff Care, Inc. | Coppell | TX | 09/2009 | 09/2018 |
| Lpl Financial Llc | Murphy | TX | 03/2023 | Present |
1) 03/27/2023 - Dault Financial - DBA for LPL Business (entity for LPL business) - Investment related - Murphy TX - Start Date:03/14/2023 - 0 Hrs/Mth - 0 Hrs During Trading. 2) 05/18/2023 - Dault Trahan Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 05/01/2023 - 160 Hours Per Month/8 Hours During Securities Trading. 3) 10/21/2025 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date:09/24/2025 - 5 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-15 |
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