Ian Alexander Troutman

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-08-03

Branch Locations

3965 Dallas Parkway Frisco Hub, Frisco, TX 75034 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Lpl Financial Llc	Portage	MI	01/2021	04/2021
Secrest Blakey & Associates	Davidson	NC	06/2018	04/2019
Liberty University	Lynchburg	VA	08/2014	07/2018
Unemployed	Hickory	NC	04/2019	06/2019
Cx Institutional, Llc	Portage	MI	07/2019	01/2021
Visionpoint Advisory Group	Dallas	TX	02/2021	03/2021
Fisher Investments	Plano	TX	05/2021	07/2026
Lpl Financial Llc	Portage	MI	06/2019	07/2020
Tiaa	Frisco	TX	07/2026	Present
Tiaa-Cref Individual & Institutional Services, Llc	Frisco	TX	07/2026	Present

01/2021 → 04/2021

Lpl Financial Llc

Portage, MI
06/2018 → 04/2019

Secrest Blakey & Associates

Davidson, NC
08/2014 → 07/2018

Liberty University

Lynchburg, VA
04/2019 → 06/2019

Unemployed

Hickory, NC
07/2019 → 01/2021

Cx Institutional, Llc

Portage, MI
02/2021 → 03/2021

Visionpoint Advisory Group

Dallas, TX
05/2021 → 07/2026

Fisher Investments

Plano, TX
06/2019 → 07/2020

Lpl Financial Llc

Portage, MI
07/2026 → Present

Tiaa

Frisco, TX
07/2026 → Present

Tiaa-Cref Individual & Institutional Services, Llc

Frisco, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-11-11