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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Horizon Bank | Dallas | TX | 05/2026 | Present |
| Lpl Financial Llc | Dallas | TX | 05/2026 | Present |
| The Integer Group | Dallas | TX | 08/2016 | 05/2020 |
| Marketscale | Dallas | TX | 09/2020 | 09/2021 |
| Texas Capital Bank Private Wealth Advisors | Dallas | TX | 10/2021 | 09/2024 |
| Texas Capital Bank | Dallas | TX | 10/2021 | 09/2024 |
| Unemployed | Dallas | TX | 05/2020 | 09/2020 |
| Wedbush Securities | Dallas | TX | 06/2025 | 05/2026 |
| Unemployed | Dallas | TX | 10/2024 | 06/2025 |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors - Inv Rel - At Reported Business Location (s) - Start Date: 05/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-08 |
| S65 | Uniform Investment Adviser Law Examination | 2022-01-31 |
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