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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-12 |
Branch Locations
790 S Watters Rd Ste 100, Allen, TX 75013 • United States
Plano, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moss, Luse & Womble, Llc | Plano | TX | 06/2018 | 08/2023 |
| Abilene Christian University | Abilene | TX | 08/2014 | 06/2018 |
| Abilene Christian University | Abilene | TX | 08/2013 | 05/2018 |
| North Texas Wealth Management | Allen | TX | 08/2023 | Present |
| Lpl Financial Llc | Allen | TX | 08/2023 | Present |
1)09/18/2023 - North Texas Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 08/2023 - 160 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-11 |
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