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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-17 |
| TX | RA | APPROVED | 2026-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Dallas | TX | 02/2006 | 05/2026 |
| Nylife Securties | Dallas | TX | 04/2006 | 05/2026 |
| Eagle Strategies Llc | Dallas | TX | 07/2011 | 05/2026 |
| The Stratton Group, Inc. | Dallas | TX | 04/2013 | 08/2017 |
| Lpl Financial, Llc | Dallas | TX | 05/2026 | Present |
| Tsg Financial Strategies, Llc | Dallas | TX | 10/2017 | Present |
1. 05/2026 – TSG Financial Strategies, LLC – Non-Variable Insurance – Inv Related – 10 Hour(s)/Month – 10 Hour(s) During Trading – Dallas TX 75240 – OBA Start Date: 11/01/2010 2. 05/2026 – TSG Financial Strategies, LLC – DBA for LPL Business (entity for LPL business) – Inv Related – 200 Hour(s)/Month – 130 Hour(s) During Trading – At Reported Business Location (s) – OBA Start Date: 5/22/2026 3. 05/2026 – TSG Financial, LLC – Business Entity For Tax/Investment Purposes Only – Not Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Dallas TX 75240 – OBA Start Date: 10/01/2017
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-10-20 |
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