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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
| LA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
1710 W Lake Houston Pkwy #250, Kingwood, TX 77339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Humble | TX | 05/2010 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Humble | TX | 06/2010 | 07/2021 |
| Bass Addicts | Humble | TX | 01/2015 | 01/2020 |
| Lpl Financial, Llc | Kingwood | TX | 07/2021 | Present |
1. 1/6/2022 - Shoreline Wealth Management LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 01/01/2022 - 200 Hours Per Month/8 Hours During Securities Trading. 2. 09/11/2025 - Shoreline Wealth Solutions - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date 09/01/2025 - 160 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-16 |
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