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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-30 |
Branch Locations
7500 Rialto Blvd Ste 230 Bldg 1, Austin, TX 78735 • United States
1000 Heritage Center Cir #134, Round Rock, TX 78664 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Efficient Wealth Management, Llc | The Woodlands | TX | 08/2017 | 10/2019 |
| Texas A&M University | College Station | TX | 08/2013 | 08/2017 |
| Johnny Was, Llc | The Woodlands | TX | 05/2015 | 08/2017 |
| First Allied Securities, Inc. | Austin | TX | 10/2019 | 11/2020 |
| First Allied Securities, Inc. | San Diego | CA | 01/2020 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 11/2020 |
| First Allied Advisory Services, Inc | Austin | TX | 05/2020 | 11/2020 |
| Lpl Financial, Llc | Austin | TX | 11/2020 | Present |
1)11/2020 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - THE FOX ALLIANCE - 100% - INVESTMENT RELATED - AUSTIN, TX 78749
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-05-08 |
| S65 | Uniform Investment Adviser Law Examination | 2018-12-12 |
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