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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-12-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Securities America, Inc. | Hurst | TX | 07/2020 | 12/2020 |
| Securities America Advisors, Inc. | Hurst | TX | 07/2020 | 12/2020 |
| Investacorp Advisory Services | Miami | FL | 12/2009 | 07/2020 |
| Investacorp, Inc | Miami | FL | 12/2009 | 07/2020 |
| Lpl Financial, Llc | Hurst | TX | 12/2020 | Present |
1. 02/23/2009 - 2DA LLC/ BUSINESS ENTITY FOR TAX/ INVESTMENT PURPOSES ONLY/ INVESTMENT RELATED/ 0%/ HURST, TX 2. 02/23/2009 - SR ALLISON/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 90%/ HURST, TX 3. 02/23/2009 - TRUE FREEDOM 401(K)/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 7%/ HURST, TX 4. 08/09/2005 - CUMMINGS FINANCIAL SERVICES/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 1%/ HURST, TX 5. 04/15/2002 - CUMMINGS FINANCIAL SERVICES/ OTHER - RENTAL PROPERTY/ INVESTMENT RELATED/ 0%/ HURST, TX
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-28 |
| S65 | Uniform Investment Adviser Law Examination | 1999-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-04 |
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