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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher 59 | Denton | TX | 04/2016 | 07/2017 |
| Ben E. Keith | Denton | TX | 07/2017 | 07/2019 |
| Mass Mutual / Canopy Capital Strategies | Denton | TX | 07/2019 | 06/2020 |
| First State Bank | Gainesville | TX | 06/2020 | 09/2024 |
| Lpl Financial | Denton | TX | 09/2024 | Present |
| Datcu Wealth Management | Denton | TX | 09/2024 | Present |
1)12/06/2024 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Datcu Wealth Management - Inv Rel - At Reported Business Location(s) - Start: 09/12/2024 - 0 Hrs/Mth - 0 Hrs During Trading. 2)12/06/2024- C323 Investments LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Argyle, TX - Start: 08/27/2024 - 4 Hrs/Mth - 0 Hrs During Trading. 3)12/06/2024- OKS Legacy LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Argyle, TX - Start: 02/01/2024 - 0 Hrs/Mth - 0 Hrs During Trading. 4) 05/22/2025 -American National Insurance Company - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date: 05/19/2025 - 10 Hrs/Mth - 0 Hrs During Trading. 5) 05/22/2025 - Jackson National Insurance Company - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date: 05/19/2025 - 10 Hrs/Mth - 0 Hrs During Trading. 6) 07/24/2025 - ASH Brokerage - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date 07/18/2025 - 5 Hrs/Mth - 0 Hrs During Trading. 7) 02/25/2026 - Simplicity Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/02/2026 - 10 Hours per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-08 |
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