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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-15 |
| AR | RA | APPROVED | 2025-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Xit Gin | Muleshoe | TX | 10/2017 | 01/2019 |
| Legacy Water | Umbarger | TX | 01/2020 | 01/2023 |
| Take 5 Oil | Canyon | TX | 01/2023 | 05/2023 |
| Texas A&M Agrilife Extension, Andrews County | Andrews | TX | 06/2023 | 06/2024 |
| R&M Cattle Company | Farwell | TX | 05/2023 | 05/2023 |
| Enzs Farms | Farwell | TX | 02/2020 | 07/2020 |
| Irrigation, Pumps And Power | Muleshoe | TX | 05/2019 | 08/2019 |
| Western Equipment | Childress | TX | 07/2024 | Present |
| Student | Farwell | TX | 08/2006 | 09/2017 |
| Student | Farwell | TX | 08/2017 | 05/2018 |
| Student | Farwell | TX | 08/2018 | 05/2019 |
| Student | Seguin | TX | 08/2019 | 12/2019 |
| Student | Canyon | TX | 01/2020 | 05/2020 |
| Student | Canyon | TX | 08/2020 | 05/2021 |
| Student | Canyon | TX | 08/2021 | 05/2022 |
| Student | Canyon | TX | 08/2022 | 05/2023 |
| Lpl Financial Llc | Mulberry | AR | 10/2024 | Present |
| Financial Advocates Investment Management | Mulberry | AR | 02/2025 | Present |
1. 10/17/2024- Clear Creek Wealth Management- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 04/01/2025 2. 2/21/2025 - Clear Creek Wealth Management - DBA name only for Financial Advocates Investment Management (FAIM)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-15 |
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