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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-30 |
Branch Locations
6800 Weiskopf Ave Suite 150, Mckinney, TX 75070 • 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 |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 06/2020 |
| Morgan Stanley Smith Barney Llc | Plano | TX | 06/2009 | 06/2020 |
| Lpl Financial, Llc | Mckinney | TX | 06/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
1) 01/16/2025 - Sterling Point Group - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:01/16/2025 - 40 Hrs/Mth - 8 Hrs During Trading. 2) 11/19/2025 - Real Estate Rental - Investment Related - Peculiar, MO - Start Date 12/01/2025 - 2 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-10 |
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