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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-24 |
Branch Locations
124 S. Main St, Ste. 212, Burleson, TX 76028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Burleson | TX | 09/2022 | Present |
| Homemaker | Grandview | TX | 09/2014 | 09/2022 |
| Aspen Custom Homes, Llc | Grandview | TX | 06/2019 | Present |
1 - 09/19/2024 - Sharpe Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 80 Hours/Month - 20 Hours During Trading - At reported business location(s). 2 - 09/19/2024 - ASPEN CUSTOM HOMES LLC - Not Inv Related - 40 Hours/Month - TX 76050 - OBA Start Date: 06/02/2019. 3 - 09/19/2024 - Notary - Not Inv Related - OBA Start Date: 09/14/2022. 4 - 09/19/2024 - KEEN CAPITAL HOLDINGS LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - TX 76050 - OBA Start Date: 01/21/2017. 5- 09/19/2024- The Escape Homeowners' Association- Non-profit HOA board member-Not Inv Related-TX 76050-OBA Start Date: 05/05/2018
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-21 |
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