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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-08 |
Branch Locations
1375 N Western St #200, Amarillo, TX 79124 • United States
1616 S Kentucky St Ste C340, Amarillo, TX 79102 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 02/2009 | 06/2023 |
| Raymond James Financial Services, Inc. | Hereford | TX | 06/2023 | 09/2025 |
| Raymond James Financial Services Advisors, Inc. | Hereford | TX | 06/2023 | 09/2025 |
| Longstreet Wealth Management | Hereford | TX | 06/2023 | Present |
| Panhandle Investment Group Llc | Amarillo | TX | 07/2023 | Present |
| Lpl Financial Llc | Amarillo | TX | 09/2025 | Present |
1. 08/2025 - Graves Real Estate Holdings LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Amarillo, TX 79102 - OBA Start Date:06/01/2024 2. 08/2025 - Panhandle Investment Group LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 6 Hour(s)/Month - 0 Hour(s) During Trading - Amarillo, TX 79102 - OBA Start Date: 06/30/2023 3. 08/2025 - Longstreet Wealth Management,LLC - DBA for LPL Business (entity for LPL business) - Investment Relate - 8 Hour(s)/Month - 0 Hour(s) During Trading - Hereford, TX 79045 - OBA Start Date: 9/8/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-23 |
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