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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
Van Alstyne, TX • 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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Dallas | TX | 02/2013 | 01/2019 |
| Wedbush Securities Inc. | Dallas | TX | 02/2019 | 01/2025 |
| Lpl Financial Llc | Van Alstyne | TX | 01/2025 | Present |
1) 02/21/2025 - Texoma Wealth Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:02/21/2025 - 80 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-16 |
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