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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2019 | 12/2025 |
| The Friedkin Group | Houston | TX | 03/2016 | 01/2019 |
| Unemployed | Houston | TX | 02/2019 | 09/2019 |
| Lpl Financial Llc | Houston | TX | 01/2026 | Present |
1- 01/2026 / Trinity Wealth Advisory LLC / Business Entity For Tax/Investment Purposes Only / Inv Rltd / 20 hrs mnth / 20 hrs during trading / start 12/31/2025 2- 01/2026 / Trinity Wealth Advisory / DBA for LPL Business (entity for LPL business) / Inv Rltd / 224 hrs mnth / 224 hrs during trading / at rprt loc / start 01/07/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-14 |
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