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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-12 |
Branch Locations
5700 Granite Pkwy Suite 360, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Summit | NJ | 06/2015 | 01/2022 |
| Wells Fargo Advisors, Llc | Summit | NJ | 09/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Summit | NJ | 09/2016 | 01/2022 |
| Td Bank N.A. | Morris Plains | NJ | 02/2022 | 09/2023 |
| Td Private Client Wealth Llc | Morris Plains | NJ | 02/2022 | 09/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 10/2023 | 03/2025 |
| Bank Of America, N.A. | Florham Park | NJ | 10/2023 | 03/2025 |
| J.P. Morgan Securities Llc | Plano | TX | 03/2025 | 05/2025 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 03/2025 | 05/2025 |
| Usaa Isco | Plano | TX | 09/2025 | 03/2026 |
| Unemployed | Plano | TX | 05/2025 | 09/2025 |
| Usaa Lifeco | Plano | TX | 09/2025 | 03/2026 |
| Lpl Enterprise Llc | Plano | TX | 05/2026 | Present |
1. 05/08/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - McKinney TX - Inv Related - OBA Start Date: 04/30/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading 2. 05/08/2026 - John Harper N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - McKinney TX - Inv Related - OBA Start Date: 04/30/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-16 |
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