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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-11-13 |
| TX | RA | APPROVED | 2017-04-24 |
Branch Locations
1271 W Campbell Rd, Richardson, TX 75080 • United States
1455 W. Pleasant Run Rd, Lancaster, TX 75146 • United States
1750 North Hwy 77, Waxahachie, TX 75156 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2014 | 04/2017 |
| Lpl Financial, Llc | Dallas | TX | 04/2017 | Present |
| Neighborhood Credit Union | Dallas | TN | 04/2017 | Present |
1) 05/04/2017 - North Texas Capital Advisors - Investment Related - 791 W. Wheatland Rd, Duncanville TX 75116 - DBA for LPL Business (entity for LPL business) - Started 05/01/2017 - 40 Hours Per Month/30 Hours During Securities Trading. 2) 11/30/2017 - Members Trust Company - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Relationship Mgr/Trust Officer - Start Date 12/01/2017 - 4 Hours Per Month/1 Hour During Securities Trading. 3) 3/24/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/03/2020 - 5 Hours Per Month/1 Hour During Securities Trading. 4) 11/19/2024 - Producers XL - Non-Variable Insurance - Producer - Investment Related - At Reported Business Location(s) - Start Date 08/09/2023 - 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-01 |
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