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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Houston | TX | 01/2009 | 06/2019 |
| Self Employed- Rental | Conroe | TX | 01/2004 | 06/2022 |
| Foresters Advisory Services | Houston | TX | 04/2016 | 06/2019 |
| Cetera Investment Services Llc | St Cloud | MI | 06/2019 | 08/2024 |
| Cetera Investment Advisers Llc | Houston | TX | 06/2019 | 08/2024 |
| Lpl Financial | Houston | TX | 08/2024 | Present |
1- 08/2024 / Perdue Wealth / DBA for LPL Business (entity for LPL business) / Inv Rltd / 173 hrs mnth / 8 hrs during trading 2- 08/2024 / Perdue Retirement / DBA for LPL Business (entity for LPL business) / 173 hrs mnth / 8 hrs during trading 3- 08/2024 / PERDUE WEALTH MANAGER, LLC / DBA for LPL Business (entity for LPL business) / Inv Rltd / 160 hrs mnth / 8 hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-03 |
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