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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-10-29 |
Branch Locations
2900 Village Pkwy Ste 350, Highland Village, TX 75077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Flower Mound | TX | 10/2009 | Present |
1. 5/11/2016: Newton Wealth, LLC - Investment Related - 2904 Corporate Cir, Flower Mound, TX 75028 - Outside/W-2 Employment - Started 04/01/2016 - 80 Hours Per Month/40 Hours During Securities Trading - Admin Services - Assist my OSJ with the transition and integration of another advisors book of business into his own and other administrative work. 2. 3/20/2017: No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary Public - Started 03/06/2017 - 1 Hours Per Month. 3. 5/29/2018 - Strongbridge Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/21/2018 - 160 Hours Per Month/7 Hours During Securities Trading. 4. 12/03/2025 - M. Williamson Insurance Services - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 11/26/2025 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-21 |
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