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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-05 |
Branch Locations
530 E Southlake Blvd #140, Southlake, TX 76092 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Hollywood | CA | 10/2012 | 06/2017 |
| Western International Securities, Inc. | Pasadena | CA | 07/2017 | 06/2025 |
| Lpl Financial Llc | Southlake | TX | 06/2025 | Present |
1. 6/5/2025: WIS Advisors Inc.; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 8/1/2017; 50hrs/mo.; 40hrs during trading. 2. 6/5/2025: Andrew Martz- At reported business location(s) - Non-Variable Insurance - Agent - Inv. related - start date 05/01/2010 - 5 hours per month/ 0 hours during trading 3. 06/17/2025 - NEXA Partners - At reported business location(s) - DBA for LPL Business (entity for LPL business) - Inv. related - start date 06/09/2025 - 150 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-07 |
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