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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-08 |
Branch Locations
216 East Travis Street, Marshall, TX 75670 • United States
216 East Travis Street, Marshall, TX 75670 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • 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 |
|---|---|---|---|---|
| Woodbury Financial Services Inc | Marshall | TX | 06/2016 | 08/2019 |
| Kestra Investment Services, Llc | Marshall | TX | 08/2019 | 04/2026 |
| Kestra Advisory Services, Llc | Marshall | TX | 08/2019 | 04/2026 |
| Lpl Financial Llc | Marshall | TX | 04/2026 | Present |
1. 04/2026 - Noble Wealth Advisors LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 04/07/2026 2. 04/2026 - Caudle Financial Services - Business Entity For Tax/Investment Purposes Only - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - Marshall, TX 75670 - OBA Start Date: 06/01/2016
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-26 |
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