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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-31 |
Branch Locations
5700 Granite Pkwy Suite 360, Plano, TX 75024 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hash House A Go Go | Plano | TX | 03/2016 | 02/2017 |
| Innovative Estate Management | Dallas | TX | 02/2017 | 11/2020 |
| Peak American Financial | Plano | TX | 11/2020 | 07/2021 |
| Stone Harbor Estate Management | Richardson | TX | 07/2021 | 12/2024 |
| Tamp Advisory Solutions | Destin | FL | 04/2022 | 01/2025 |
| Texakoma Financial | Plano | TX | 03/2025 | 06/2025 |
| Canyon Creek Capital | Plano | TX | 03/2022 | 12/2023 |
| Millenium Petro Capital | Mckinney | TX | 09/2024 | 03/2025 |
| Lpl Enterprise Llc | Plano | TX | 07/2025 | Present |
1. 07/28/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Richardson, TX - Start Date 07/28/2025 - 160 HRS/MO | 160 HRS/MO DURING TRADING 2. 07/28/2025 - BENJAMIN WATSON N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Richardson, TX - Start Date 07/28/2025 - 160 HRS/MO | 160 HRS/MO DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-01 |
| S65 | Uniform Investment Adviser Law Examination | 2022-03-10 |
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