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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-21 |
Branch Locations
14050 Faa Blvd, Fort Worth, TX 76155 • United States
656 Grapevine Hwy, Hurst, TX 76054 • United States
656 Grapevine Hwy, Hurst, TX 76054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 06/2013 | 04/2018 |
| Charles Schwab & Co., Inc. | Fort Worth | TX | 04/2018 | 10/2018 |
| Unemployed | North Richland Hills | TX | 11/2018 | 04/2019 |
| Intellicentrics Inc | Flower Mound | TX | 04/2019 | 09/2019 |
| American Airlines | Fort Worth | TX | 09/2019 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 09/2019 | 10/2020 |
| Cetera Investment Advisers Llc | Fort Worth | TX | 09/2019 | 10/2020 |
| Lpl Financial Llc | Fort Worth | TX | 10/2020 | Present |
1)10/21/2020- FLAGSHIP FINANCIAL GROUP- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)-100%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-09 |
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