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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-15 |
Branch Locations
7500 Rialto Blvd Ste 230 Bldg 1, Austin, TX 78735 • 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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Austin | TX | 08/2015 | 08/2023 |
| Raymond James & Associates, Inc. | Houston | TX | 02/2018 | 08/2023 |
| Hightower Advisors | Chicago | IL | 09/2023 | 08/2025 |
| Unemployed | Houston | TX | 08/2025 | 07/2026 |
| Lpl Financial Llc | Austin | TX | 07/2026 | Present |
1. 7/2026 - The Fox Alliance Wealth Advisors - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 7/13/2026 2. 7/2026 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 7/13/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-22 |
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