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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-24 |
| NM | RA | APPROVED | 2024-07-23 |
| TX | RA | APPROVED | 2022-06-24 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
6401 Eldorado Pkwy Ste 101, Mckinney, TX 75070-6147 • United States
6401 Eldorado Pkwy Ste 101, Mckinney, TX 75070-6147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 06/2010 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 06/2010 | 06/2022 |
| Lpl Financial, Llc | Mckinney | TX | 06/2022 | Present |
1) 6/2022 - DBA for LPL Business (entity for LPL business) - HL Wealth - Investment Related - McKinney, TX 75070 2) 01/26/2024 - A2D Planning & Wealth Management - Inv related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started: 12/21/2023 - 2 hrs/Mo; 0 Hrs During Trading. ""VARIOUS OUTSIDE INSURANCE/BROKERAGE CONTRACTS - Guardian Life, The Standard and Benefit Mall Insurance to sell individual disability & group disability
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-13 |
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