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717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-05-22 |
| NM | RA | APPROVED | 2025-05-15 |
| SC | RA | APPROVED | 2024-11-21 |
| WA | RA | APPROVED | 2024-10-11 |
| LA | RA | APPROVED | 2024-10-10 |
| AR | RA | APPROVED | 2024-10-02 |
| AZ | RA | APPROVED | 2024-10-01 |
| VA | RA | APPROVED | 2024-10-01 |
| GA | RA | APPROVED | 2024-09-30 |
| MS | RA | APPROVED | 2024-09-30 |
| TX | RA | APPROVED | 2024-09-30 |
| CO | RA | APPROVED | 2024-09-27 |
Branch Locations
508 Sarazen Loop S, Georgetown, TX 78628 • United States
717 N. Harwood Street Suite 3400, Dallas, TX 75201 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Georgetown | TX | 09/2009 | 09/2024 |
| Momentum Independent Network Inc. | Georgetown | TX | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-18 |
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