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Account
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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-29 |
Branch Locations
3950 Fossil Creek Blvd Ste 203, Fort Worth, TX 76137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 10/2016 | 01/2018 |
| Unemployed | Scottddale | AZ | 07/2016 | 10/2016 |
| Bar Taco | Nashville | TN | 04/2018 | 06/2018 |
| Unemployed | Nashville | TN | 01/2018 | 04/2018 |
| Fidelity Investments | Westlake | TX | 06/2018 | 08/2018 |
| Aerotek | Addison | TX | 08/2018 | 09/2018 |
| Ubs | Nashville | TN | 10/2018 | 09/2019 |
| Morgan Stanley | Gilbert | AZ | 11/2019 | 06/2020 |
| Unemployed | Queen Creek | AZ | 09/2019 | 11/2019 |
| Charles Schwab & Co., Inc. | Grand Prairie | TX | 08/2020 | 04/2024 |
| Lpl Financial | Fort Worth | TX | 10/2024 | Present |
| Lpl Financial | Fort Worth | TX | 10/2024 | 10/2024 |
| Unemployed | Fort Worth | TX | 04/2024 | 10/2024 |
1) 10/29/2024 - Sage Private Wealth Services / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-10 |
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