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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-24 |
Branch Locations
388 Sw Johnson Avenue, Burleson, TX 76028 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
388 Sw Johnson Avenue, Burleson, TX 76028 • United States
Spring, TX • United States
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 |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 12/2006 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 05/2007 | 03/2019 |
| Woodbury Financial Services, Inc. | Burleson | TX | 03/2019 | 01/2024 |
| Woodbury Financial Services, Inc. | Burleson | TX | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Burleson | TX | 01/2024 | 06/2025 |
| Lpl Financial Llc | Burleson | TX | 06/2025 | Present |
1. Start Date: 06/01/2015 - Anthony Craig Couch - Non-Variable Insurance Trail only - Investment Related - Burleson, Texas 76028 - 0 Hrs/Mth - 0 Hrs During Trading - Time Spent: 0 2. Start Date: 6/23/2025 - Clear Financial Network - DBA for LPL Business (entity for LPL business) - Investment Related - Burleson, Texas 76028 - 160 Hrs/Mth - 8 Hrs During Trading - Time Spent: 100 3. Start Date: 01/01/2023 - Clear Financial Property Management - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Burleson, Texas 76028 - 4 Hrs/Mth - 2 Hrs During Trading - Time Spent: 1 4. Start Date: 01/01/2023 - OBA-Real Estate Rental - Clear Financial Property Management - Real Estate Rental - Investment Related - Burleson, Texas 76028 - 4 Hrs/Mth - 2 Hrs During Trading - Time Spent: 1
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-08-31 |
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