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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 |
|---|---|---|---|---|
| Mathisabbe Financial Advisors | Waco | TX | 12/2018 | Present |
| Parallon | Irving | TX | 06/2016 | 11/2018 |
| Woodbury Financial Services Inc | Waco | TX | 02/2019 | 09/2021 |
| Lpl Financial, Llc | Waco | TX | 09/2021 | Present |
1) 5/2010 - DBA for LPL Business (entity for LPL business) - MATHIS ABBE FINANCIAL ADVISORS, LLC - Investment Related - Waco, TX 76710 2) 6/2020 - Non-Variable Insurance - Hunter Abbe - Investment Related - Waco, TX 76710 3) 05/01/2024 -Abbe Strategic Wealth - DBA for LPL Business (entity for LPL business) - Inv. Related - 4800 Lakewood Drive Suite 7 Waco, Tx 76710 - Start Date 04/25/2024 - 160hr/mths
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-06 |
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