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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 05/2006 | 07/2017 |
| Nylife Securities Llc | Frisco | TX | 10/2017 | 09/2018 |
| New York Life Insurance Company | Frisco | TX | 10/2017 | 09/2018 |
| Eagle Strategies Llc | Frisco | TX | 12/2017 | 09/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mckinney | TX | 09/2018 | 10/2018 |
| Bank Of America, N.A. | Mckinney | TX | 09/2018 | 10/2018 |
| Td Ameritrade | Southlake | TX | 10/2018 | 03/2019 |
| Bokf, Na | Dallas | TX | 02/2019 | 06/2022 |
| Bok Financial Securities, Inc. | Dallas | TX | 02/2019 | 06/2022 |
| Bok Financial Private Wealth, Inc | Dallas | TX | 05/2021 | 06/2022 |
| Edward Jones | St. Louis | MO | 06/2022 | 10/2025 |
| Lpl Financial Llc | Prosper | TX | 10/2025 | Present |
1. 09/2025 - Brownstone Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 6-8 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 10/16/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-25 |
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