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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mason, Warner & Co P.C. | Lubbock | TX | 09/1977 | Present |
| Level Four Advisory Services | Lubbock | TX | 05/2010 | 08/2021 |
| Lpl Financial Llc | Lubbock | TX | 11/2012 | Present |
1. 10/30/2012: Mason Warner & Co, PC - Third Party Administrator (TPA) 2. 8/20/2021 - MWC Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 8/18/2021 - 160 Hours Per Month/30 Hours During Securities Trading. 3) 06/18/2025 - Mason Warner & Co, PC - Not Investment Related - Outside/W-2 Employment - At Reported Business Location(s) - Start Date:01/01/2024 - 27 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-01-21 |
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