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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed / Extended Travel | Blum | TX | 11/2021 | 07/2022 |
| Walnut Ridge Baptist Church | Mansfield | TX | 05/2005 | 10/2021 |
| Lpl Financial, Llc | Mansfield | TX | 09/2022 | Present |
1) 09/09/2022 - Barrington Land & Cattle, LLC. - Business Entity For Tax/Investment Purposes Only - Inv Rel - Granbury, TX - 0 Hrs/Mth - 0 Hrs During Trading. 2) 09/22/2023 - First Baptist Church Granbury - Not Investment Related - 1851 Weatherford Hwy Granbury, TX 76048 - Outside/W-2 Employment - Part time Music Director, Worship Leader - Start Date 09/03/2023 - 20 Hours Per Month/0 Hours During Securities Trading. 3) 03/05/2024 - Other - Singer / Musician - Singer/ Musician - Not Investment Related - Granbury, TX - Start Date 12/23/2023 - 1 Hour Per Month/ 0 Hours During Trading 4) 01/24/2025 - Pearl Street Financial Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:01/17/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 5) 12/03/2025 - Barrington Strategic Wealth and Protection, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 01/01/2026 - 8 hours per month/ 1 hour during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-21 |
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