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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-14 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bryan | TX | 06/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bryan | TX | 11/2016 | 07/2022 |
| Wells Fargo Advisors Financial Network, Llc | Bryan | TX | 07/2022 | 04/2025 |
| Lpl Financial Llc | Bryan | TX | 04/2025 | Present |
1 - 12/2024 - WYATT WEALTH MANAGEMENT LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 40 Hour During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-03 |
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