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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 10/1980 | 05/2017 |
| Raymond James & Associates | Austin | TX | 05/2017 | 08/2025 |
| Lpl Financial Llc | Gonzales | TX | 08/2025 | Present |
1- 08/28/2025 / Edgecomb Automotive Restoration / Business Owner / Owner / Non Inv Related / Start date 01/01/2017 - 12 hrs per month - 10% time spent 2- 08/28/2025 / Edge Wealth Advisory Group, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 130 hrs mth / 28 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1981-01-12 |
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