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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2022 | 07/2026 |
| Covenant Classical School | Fort Worth | TX | 08/2017 | 08/2022 |
| Classical Conversations Co-Op | Fort Worth | TX | 08/2016 | 05/2017 |
| Fort Worth Presbyterian Church | Fort Worth | TX | 07/2016 | 08/2020 |
| Lpl Financial Llc | Forth Worth | TX | 07/2026 | Present |
1. 06/2026 - Curtis Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 120 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 7/16/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-08 |
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