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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-03 |
Branch Locations
1135 Grand Central Prkw Ste 250, Office 213, Conroe, TX 77304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Dallas | TX | 03/2023 | Present |
| More 2 Wealth | Dallas | TX | 03/2023 | Present |
| Esp Ultrasound Llc | The Woodlands | TX | 01/2019 | 03/2023 |
| Seitz, Demarco, & Mcgovern, Pllc | Tomball | TX | 01/2016 | 01/2019 |
1) 06/20/2023 - More 2 Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). - Start date: 05/22/2025 - 160 Hours per month 2) 06/20/2023 - Light Voyages LLC - Business Entity For Tax/Investment Purposes Only - Conroe, TX - Noninvestment related - Start date: 01/22/2020. 3) 09/11/2023 - LMG CPA PLLC - Tax Prep/Accounting/CPA - Investment Related - Home Based - Start Date 10/01/2023 - 80 Hours per month/ 80 hours during trading 4) 06/24/2025 - More2 Wealth LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:01/13/2025 - 170 Hrs/Mth - 170 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-27 |
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