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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-11 |
| IN | RA | APPROVED | 2022-10-05 |
| TX | RA | APPROVED | 2021-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Bank And Trust | Longview | TX | 02/2012 | 08/2018 |
| Raymond James Financial Services, Inc | Longview | TX | 08/2018 | 08/2021 |
| Lpl Financial Llc | Longview | TX | 08/2021 | Present |
1. 01/01/2017 - INSPIRE INVESTMENTS XVI, LLC/ BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES/ INVESTMENT RELATED/ 0%/ LONGVIEW, TX 2. 01/01/2016 - TBT FINANCIAL SERVICES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ LONGVIEW, TX 3. 01/01/2016 - JMCC INVESTMENTS LLC/ BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES/ INVESTMENT RELATED/ 0%/ LONGVIEW, TX 4. 01/01/2021 - 222 N FREDONIA LLCC/ REAL ESTATE RENTAL/ INVESTMENT RELATED/ 0%/ 222 N FREDONIA, LONGVIEW, TX 75601 5. 08/27/2021 - Inspire HTC LLC dba Inspire Photography by Hannah - Other - Owner - Not Investment Related - Home Based - Started 2011 - 1 Hour Per Month 6. 12/27/2021 - Capital Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 1/1/2022 - 160 Hours Per Month/100 Hours During Securities Trading. 7. 2/21/2023 - Capital Wealth Group LLC - Investment Related - At Reported Business Location(s) - Property and Casualty - Start Date - 02/13/2023 - 5 Hours Per Month/5 Hours During Securities Trading 8. 03/12/2024 - Associates of Clifton Park - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Advisor - Started: 12/15/2023 - 4 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-08 |
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