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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-10-11 |
Branch Locations
6401 Eldorado Pkwy Ste 336, Mckinney, TX 75070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uvest Financial Services Group, Inc | Charlotte | NC | 07/2007 | Present |
| Lpl Financial Llc | Plano | TX | 10/2011 | Present |
(1) 01/21/2015: Life Path Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - 7160 Preston Road, Ste 100, Plano, TX 75024 - Start 01/05/2015 - 160 Hr/Mo; 8 Hour(s) During Securities Trading - All business is run through the LPL platform for all securities and insurance. There are no non-affiliated LPL associates involved, this is not an RIA nor an insurance agency. (2) 09/22/2016: LTCI Partners - Non-Variable Insurance - Investment Related - 7160 Preston Rd., STE 100, Plano, TX 75024 - Start 09/15/2016 - 1 Hr/Mo; 1 Hour(s) During Securities Trading - Agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-18 |
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