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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-10-18 |
| TX | RA | APPROVED | 2021-06-02 |
Branch Locations
279 W Hidden Creek Pkwy Ste 1201, Burleson, TX 76028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St.LOuis | MO | 06/2010 | 11/2018 |
| Wells Fargo Advisors Financial Network, Llc | Burleson | TX | 11/2018 | 05/2021 |
| Lpl Financial, Llc | Burleson | TX | 05/2021 | Present |
1. 11/2018 - DBA for LPL Business (entity for LPL business) - ATWELL PRIVATE WEALTH MANAGEMENT - Investment Related - Burleson, TX 76028 2. 09/28/2021 - Saybrus Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 07/16/2021 - 3 Hours Per Month/1 Hour During Securities Trading. 3. 05/24/2022 - Ash Brokerage - Investment Related - At Reported Business Location - Non-Variable Insurance - Start Date - 04/11/2022 - 12 Hours Per Month/ 12 Hours During Securities Trading. 4. 08/30/2024 - BordenHamman - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 08/29/2024 - 5 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-23 |
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