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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Denton | TX | 06/2012 | Present |
| 360 Wealth Management, Llc | Dallas | TX | 08/2018 | 07/2019 |
1. 8/8/2019 - AVISCO FINANCIAL - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/05/2019 - 50 Hours Per Month/40 Hours During Securities Trading. 2. 9/30/2019 - Blue Cross Blue Shield - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Health Insurance Agent - Started 09/23/2019 - 15 Hours Per Month/0 Hours During Securities Trading. 3. 10/2/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 08/09/2019 - 5 Hours Per Month/1 Hour During Securities Trading - Affordacare Health Insurance. 4. 3/31/2020 - Insurance TPA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Employee Benefits Specialist - Started 10/01/2019 - 4 Hours Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-11 |
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