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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-29 |
Branch Locations
4812 S. Jackson Rd., Edinburg, TX 78539 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2020-11-09 |
| TX | RA | APPROVED | 2020-10-07 |
Branch Locations
Tracy City, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Edinburg | TX | 02/2021 | Present |
| Self-Employed | Tracy City | TN | 01/2015 | Present |
1- 11/2024 / Independent Wealth Consultants / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 11/2024 / Breakthrough Bookkeeping / Business Owner / Not Investment Related / 15 hrs mth / 1 hr during trading / Tracy City TN / Start date: 01/30/2015
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-18 |
| S65 | Uniform Investment Adviser Law Examination | 2019-10-05 |
| S66 | Uniform Combined State Law Examination | 2010-06-28 |
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