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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-21 |
Branch Locations
2001 W Ferguson Rd Ste 2000, Mt. Pleasant, TX 75455 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
2001 W Ferguson Rd Ste 2000, Mt. Pleasant, TX 75455 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Dallas | TX | 05/2011 | 06/2022 |
| Lpl Financial | Mount Pleasant | TX | 06/2022 | Present |
1) 6/2022 - DBA for LPL Business (entity for LPL business) - C2 Financial Adviors, LLC - Investment Related - Mt Pleasant, TX 75455 2) 6/2022 - BUSINESS ENTITY FOR TAX PRPOSES/ REAL ESTATE RENTAL - HOUSECO, LLC - Not Investment Related - 402 Hillwood Blvd., Nashville, TN 37205 3) 6/2022 - BUSINESS ENTITY FOR TAX PRPOSES/ REAL ESTATE RENTAL - DIAMOND C RANCH PROPERTIES LLC - Not Investment Related - 4 Knotty Pine St, Texarkana TX 75503 4) 10/27/2023 - C2 Storage - Real Estate Rental - Investment Related - Dierks, AR - Start Date 10/18/2023 - 4 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-21 |
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