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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Canyon | TX | 11/2012 | Present |
| Level Four Advisory Services | Canyon | TX | 10/2013 | 08/2021 |
1. 11/05/2012 - Level Four Insurance Services, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 30% - Life, annuity, ltc, and disability. 2. 2/25/2014 - PIERCE AND GARLAND WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 12/2/2021 - No Business Name - Not Investment Related - 1439 State Road 209, Clovis, New Mexico 88101 - Other-Farming - Started 11/01/2021 - 40 Hours Per Month/12 Hours During Securities Trading - Family farm operator.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-26 |
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