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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-06 |
| IA | RA | APPROVED | 2026-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Texas Financial Advisors | Austin | TX | 01/2025 | 04/2025 |
| Digitive | Round Rock | TX | 10/2024 | 11/2025 |
| University Of Edinburgh | Edinburgh | 08/2023 | 08/2024 | |
| University Of Texas At Austin | Austin | TX | 08/2019 | 05/2023 |
| Pflugerville High School | Pflugerville | TX | 08/2015 | 06/2019 |
| Trustage | Waverly | IA | 05/2025 | Present |
| Lpl Financial Llc | Waverly | IA | 05/2025 | Present |
1. "Investment products and services are offered through LPL Financial LLC using the DBA/trade name TruStage Wealth Management Consulting Services - Inv Rel - At Reported Business Location (s) - Start Date : 01/2026 2. 01/2026 - Rover - Outside/W-2 Employment - Not Inv Related - 5 Hour(s)/Month - 0 Hour(s) During Trading - Round Rock TX 78664 - OBA Start Date: 05/01/2021 3. 01/2026 - Outlier - Outside/W-2 Employment - Not Inv Related - 5 Hour(s)/Month - 0 Hour(s) During Trading - Round Rock TX 78664 - OBA Start Date: 01/01/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-28 |
| S65 | Uniform Investment Adviser Law Examination | 2024-11-16 |
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