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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
400 Pine Street Suite 850, Abilene, TX 79601 • 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 |
|---|---|---|---|---|
| Bobby Miers | Abilene | TX | 05/2012 | 07/2025 |
| Commonwealth Finanical Network | Waltham | MA | 06/2012 | 03/2023 |
| Next Financial Group Inc. | Houston | TX | 03/2023 | 07/2025 |
| Lpl Financial Llc | Abilene | TX | 07/2025 | Present |
1. 07/10/2025- Cornerstone Financial Southwest- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/03/2012- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-04 |
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