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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-03 |
Branch Locations
8150 N Central Expwy Ste 1420, Dallas, TX 75206 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Frisco | TX | 06/2014 | 09/2016 |
| Raymond James Financial Services Advisors Inc. | Frisco | TX | 09/2014 | 09/2016 |
| Southwestern Investment Group | Frisco | TX | 06/2014 | 09/2016 |
| Edward Jones | St Louis | MO | 09/2016 | 03/2023 |
| Lpl Financial Llc | Dallas | TX | 03/2023 | Present |
1.03/03/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Third Act Wealth Management; Investment Related; at Reported Business Location(s); Start Date 03/03/2023; 200hrs/mth; 8hrs during trading 2.07/31/2026; NALTSL, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 03/31/2026; 1hrs/mth; 0hrs during trading 3.08/10/2026; NALTSL Ventures, LP; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 04/06/2026; 3hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-18 |
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