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Amanda Cherry Trim

LPl Financial LLC

Plano, TX

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-11-16
  • TX RA
    APPROVED
    Since 2021-11-16

Branch Locations

500 N Central Expy Ste 110, Plano, TX 75074 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 10/2010 09/2021
Lpl Financial Llc Lucas TX 11/2021 Present
Previous Registrations
  • 2010-12-06 → 2021-10-11
    Edward Jones
    Plano, TX
    St Louis, MO
    Richardson, TX
Other Businesses

1) 11/2021- Cherry Private Wealth Management- DBA for LPL Business (entity for LPL business)- inv. related- Lucas, TX

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-03
  • S66 Uniform Combined State Law Examination
    2010-12-03

View on SEC IAPD

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