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Dale A Schniederjan

LPl Financial LLC

Sanger, TX

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-08
  • TX RA
    APPROVED
    Since 2025-05-08

Branch Locations

618 N 10Th St, Sanger, TX 76266 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2016 → 07/2017
    Fisher 59
    Denton, TX
  • 07/2017 → 07/2019
    Ben E. Keith
    Denton, TX
  • 07/2019 → 06/2020
    Mass Mutual / Canopy Capital Strategies
    Denton, TX
  • 06/2020 → 09/2024
    First State Bank
    Gainesville, TX
  • 09/2024 → Present
    Lpl Financial
    Denton, TX
  • 09/2024 → Present
    Datcu Wealth Management
    Denton, TX
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-08
  • S66 Uniform Combined State Law Examination
    2025-05-08
Other Names
  • Dale Schniederjan

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