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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-22 |
Branch Locations
14050 Faa Blvd, Fort Worth, TX 76155 • United States
2140 East Southlake Blvd, Southlake, TX 76092 • United States
2140 East Southlake Blvd Ste F, Southlake, TX 76092 • 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 |
|---|---|---|---|---|
| American Airlines Federal Credit Union | Fort Worth | TX | 04/2008 | Present |
| Cetera Investment Services | St. Cloud | MN | 09/2010 | 10/2020 |
| Cetera Investment Advisers Llc | Fort Worth | TX | 01/2014 | 10/2020 |
| Lpl Financial Llc | Fort Worth | TX | 10/2020 | Present |
1)10/21/2020- Flagship Financial Group- DBA for LPL Business (entity for LPL business)- Inv. Related -at reported business location(s)-100%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-08 |
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