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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
5700 Granite Pkwy Suite 360, Plano, TX 75024 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Advisory Services | Fort Worth | TX | 12/2016 | 06/2020 |
| First Command Financial Planning , Inc | Fort Worth | TX | 12/2016 | 06/2020 |
| First Command Insurance Services Inc. | Fort Worth | TX | 12/2016 | 06/2020 |
| Unemployed | Fort Worth | TX | 05/2016 | 12/2016 |
| Prudential Insurance Company Of America | Irving | TX | 06/2020 | Present |
| Pruco Securities, Llc. | Irving | TX | 06/2020 | 11/2024 |
| Lpl Enterprise, Llc | Plano | TX | 11/2024 | Present |
1) 08/28/2024- Dana Frazier Irrevocable Trust- Act in a Fiduciary Capacity- Not INV Related- At Plano, TX- Start date 12/29/2017- 1 HRS MTH- 0 HRS During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-30 |
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