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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
6049-A S Hulen Street, Ft Worth, TX 76132 • United States
108 E Park Ave, Weatherford, TX 76086 • United States
750 Ne Alsbury Blvd, Burleson, TX 76028 • United States
9350 Clifford St, Fort Worth, TX 76086 • United States
3804 E Us Hwy 377, Granbury, TX 76049 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Income Advisors, Llc | Aledo | TX | 04/2024 | 02/2025 |
| R & D Assets, Llc | Hudson Oaks | TX | 07/2022 | 02/2025 |
| Dan Wakin Allstate | Burleson | TX | 09/2011 | 06/2022 |
| Cuso Financial Services, Lp | San Diego | CA | 02/2025 | 05/2025 |
| Lpl Financial Llc | Weatherford | TX | 05/2025 | Present |
1- 05/2025 / EECU Investment & Retirement Services / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 160 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-21 |
| S65 | Uniform Investment Adviser Law Examination | 1997-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1983-05-11 |
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