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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-14 |
Branch Locations
7500 Dallas Parkway Ste 485, Plano, TX 75024 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plano | TX | 03/2014 | 06/2019 |
| Stifel, Nicolaus & Company, Incorporated | Frisco | TX | 06/2019 | 02/2024 |
| Gds Wealth Management | Flower Mound | TX | 06/2024 | 07/2025 |
| Lpl Financial | Plano | TX | 08/2025 | Present |
| Unemployed | Frisco | TX | 02/2024 | 06/2024 |
1. 07/2025 - The Noble Group - DBA for LPL Business (entity for LPL business) - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 8/4/2025 2. 07/2025 - Notary - Notary - Investment Related - 2 Hour(s)/Month - 1 Hour(s) During Trading - Frisco, TX 75034 - OBA Start Date: 08/04/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-04 |
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